Whitney Tilson's Daily Newsletters

January. 2022

Replay of last night's Prediction Summit 2022; Tesla Now Runs the Most Productive Auto Factory in America; I toured that factory in April 2013, a 105-bagger ago; TaaS; EV market share soaring; Chinese Stocks Glimpse Light at the End of the Tunnel; Convictions at Real-Estate Firm Are Win for Investor Kyle Bass

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, January 26, 2022
1) Nearly 200,000 people signed up to attend our Prediction Summit 2022 event that I hosted last night with my colleagues Enrique Abeyta, Berna Barshay, and Herb Greenberg. We added it up – our combined 100-plus years of experience to help you secure your financial legacy beginning immediately. We shared our boldest predictions on the […]

Prediction Summit 2022 is TONIGHT; Yesterday's crazy day; Retail Traders Bailed; I added to three of my favorite positions; Washington, D.C., Has an Insider-Trading Problem

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, January 25, 2022
1) In light of the recent turmoil in the markets, I can't think of a better time for our Prediction Summit 2022, which is taking place tonight at 8 p.m. Eastern time. For the first time ever on camera, I will be joined by my colleagues Enrique Abeyta, Berna Barshay, and Herb Greenberg. We will […]

A bullish sign: extreme negativity; DWAC: SEC Approval Unlikely for Trump Media Merger Deal; Wall Street A-Listers Fled to Florida. Many Now Eye a Return; My prediction about the omicron peak was exactly right

By Whitney Tilson

Whitney Tilson's Daily,
Monday, January 24, 2022
1) Following up on Friday's thoughts on the market pullback, the negativity out there has reached very high levels, which is usually a bullish sign. (As a reminder, I'll be going on camera with my colleagues Enrique Abeyta, Berna Barshay, and Herb Greenberg tomorrow at 8 p.m. Eastern time to talk more in-depth about our […]

Prediction Summit 2022; Thoughts on the market pullback; My interview on cannabis stocks; Free rapid tests

By Whitney Tilson

Whitney Tilson's Daily,
Friday, January 21, 2022
1) For the first time ever, I'm sitting down with my colleagues Enrique Abeyta, Berna Barshay, and Herb Greenberg to have a free-wheeling, wide-ranging discussion that we're calling "Prediction Summit 2022." Based on our collective 100-plus years of experience, we'll be sharing our outlook for the market, our favorite (and least favorite) stocks and sectors, […]

New York is the greatest city in the world... but it has a crime problem right now

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, January 20, 2022
With a population of 8.5 million, my hometown of New York City is, by far, the largest city in the U.S. – more than twice the size of the next-largest city, Los Angeles. And with a metro area gross domestic product ("GDP") of $1.6 trillion in 2019, it accounted for an enormous 7.3% of the […]

The Period of Bank Outperformance May Now Be Coming to an End; Ackman on inflation; China comment and articles; I've made $7,334 on sports betting in 10 days; A risk-free $800

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, January 18, 2022
1) My friend Doug Kass of Seabreeze Partners and I have been very right on bank stocks, pounding the table on them in the summer of 2020, right before they nearly doubled, as you can see in this two-year chart of the Financial Select Sector SPDR Fund (XLF): Doug has now turned cautious on the […]

I was on the Benzinga Cannabis Hour yesterday; A tribute to Lou Simpson; My life insurance

By Whitney Tilson

Whitney Tilson's Daily,
Friday, January 14, 2022
1) In my December 29 e-mail, I wrote that the AdvisorShares Pure U.S. Cannabis Fund (MSOS) "is my favorite pick for 2022, for reasons my friend Doug Kass outlined last week." Following up on that, the two guys who host the Benzinga Cannabis Hour invited me on their show yesterday, which you can watch here […]

Stop worrying about inflation; Where's the bottom in high-growth stocks?; Which countries use the U.S. dollar as their official currency?

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, January 13, 2022
1) The front page, above-the-fold stories in both the New York Times and the Wall Street Journal this morning are about inflation hitting a 40-year high (accompanied by lots of scary charts, of course) – take a look: Not surprisingly, Americans are worried about inflation, according to the many surveys. Here's a recent one: Americans […]

A muddled pandemic picture in the U.S.

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, January 11, 2022
With the S&P 500 Index closing yesterday only 2.6% below its all-time high a week ago, the market clearly expects that the omicron variant won't seriously derail the booming U.S. economy. The consensus expectation among investors mirrors what I've been saying for more than a month now: that the course of the pandemic in the […]

How I made 399% on Saturday

By Whitney Tilson

Whitney Tilson's Daily,
Monday, January 10, 2022
I try to educate and entertain, but at the end of the day, my primary goal is to help my readers make money. Usually, this involves recommending a stock, exchange-traded fund, or sector that I think is attractive. But no matter how compelling I think an investment is, there's always some risk: I could be […]

The most unusual job market in modern American history, explained; Excerpt from The Art of Playing Defense on exercise

By Whitney Tilson

Whitney Tilson's Daily,
Friday, January 7, 2022
1) Here's a fascinating, in-depth Washington Post article – with plenty of charts – that explores one of the great challenges and mysteries facing our economy: the shortage of workers. The most unusual job market in modern American history, explained. Excerpt: It can be difficult now to remember what the U.S. economy looked like a […]

The Dirty Dozen fell 8% yesterday; Amazon's supply chain mastery; Artem Fokin on Hunting for Multibaggers; Funny tweet about value investors; Why More American Children Are Dying by Gunfire; Excerpt from The Art of Playing Defense on nutrition

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, January 6, 2022
1) On Tuesday, I named my 'Dirty Dozen': 12 stocks to avoid in 2022, and marked their prices as of the end of the day. The very next day (yesterday), every one of them fell, by an average of 8%! Why wasn't my timing this good when I was running a hedge fund?! 2) I'm […]

How to raise cash; Elizabeth Holmes convicted; Where the Despairing Log On, and Learn Ways to Die; Excerpt from The Art of Playing Defense on Suicide and Guns

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, January 5, 2022
1) One of my readers, John B., sent in an interesting question: When one wants to raise cash in a portfolio what is the way you recommend? Do you sell entire positions of a stock whose future prospects aren't quite what you thought, a portion of several or all positions, or some of both? This […]

The 'Dirty Dozen': 12 stocks to avoid in 2022; 10 favorite historical ideas on Value Investors Club; My three favorites; Fed-Up Banker Quit for a Startup, and Now She's a Billionaire; Quiz on notable people of 2021; Visa and passport expeditor

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, January 4, 2022
1) In last Tuesday's e-mail, I reviewed the 69 bearish calls I made last year: 58 stocks plus scam cryptocurrency Dogecoin (DOGE-USD). Of those, 59 – 86% – declined... It's a performance even more remarkable in light of the strong markets. I want to start this year fresh, so I'm closing out all of last […]

Tesla bull-bear arguments; Tesla in the Masai Mara; Update on me and my family; Reply to a reader on why I encourage vaccinations; My Vegas hotel price dropped 57%

By Whitney Tilson

Whitney Tilson's Daily,
Monday, January 3, 2022
1) I continue to follow Tesla (TSLA) closely, even though I haven't changed my view that it's a bad long and a bad short. It's just such a fascinating case study... (If you wish to subscribe to my Tesla e-mail list, simply send a blank e-mail to: [email protected]) The bulls will no doubt be celebrating […]
Whitney Tilson
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About Whitney Tilson

Prior to creating Empire Financial Research, Whitney Tilson founded and ran Kase Capital Management, which managed three value-oriented hedge funds and two mutual funds. Starting out of his bedroom with only $1 million, Tilson grew assets under management to more than $200 million.

Tilson graduated magna cum laude from Harvard College with a bachelor's degree in government in 1989. After college, he helped Wendy Kopp launch Teach for America and then spent two years as a consultant at the Boston Consulting Group. He earned his MBA from Harvard Business School in 1994, where he graduated in the top 5% of his class and was named a Baker Scholar.

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