Whitney Tilson's Daily Newsletters

September. 2021

Three more stories from The Facebook Files; Update your iPhone; Kara Swisher, John Carreyrou, and Ellen Pao on Elizabeth Holmes and Sexism in Tech; Glacier National Park

By Whitney Tilson

Whitney Tilson's Daily,
Friday, September 17, 2021
1) Following up on Wednesday's e-mail, in which I commended The Wall Street Journal for a great piece of investigative journalism, Facebook Knows Instagram Is Toxic for Teen Girls, the WSJ has subsequently published three additional horrifying stories about the social media giant. Facebook (FB) is one of the greatest, most dominant businesses of all […]

Response to two readers; Visits with two other readers; Debate over Tesla's European market share; Elon Musk's SpaceX Launches First All-Civilian Flight to Orbit; Charity poker tournament in two weeks

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, September 16, 2021
1) I wanted to share some advice I gave to a reader who wrote: "I don't have any income other than Social Security and have a very, very small stash. I would like to try investing in something that might give me a return. With my knowledge (zippo) and a tiny amount of money, is […]

The Most Jaw-Dropping and Well-Deserved of Corporate Takedowns; Facebook Knows Instagram Is Toxic for Teen Girls; Pandemic update

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, September 15, 2021
1) I'm biased, of course, but I think my colleague Berna Barshay's free Empire Financial Daily is a must-read. She and I write our daily missives completely independently and quite differently. While we have similar approaches to investing, I tend to touch on various topics, while she does a deep dive into only one each […]

Excerpt from The Rise and Fall of Kase Capital: When to add to, hold, trim, or exit your positions; Climbing Devil's Tower yesterday

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, September 14, 2021
1) In my August 17 e-mail, I shared an excerpt on portfolio management from my forthcoming book, The Rise and Fall of Kase Capital. This subject encompasses many things: How much of your portfolio is invested? Are you sitting on cash or using margin? How much is in stocks, bonds, real estate, cryptos, etc.? How […]

Bitcoin to Bucks: Crypto Fans Borrow to Buy Homes, Cars – and More Crypto; How TikTok Serves Up Sex and Drug Videos to Minors; Saving Par; Mt. Rushmore on 9/11

By Whitney Tilson

Whitney Tilson's Daily,
Monday, September 13, 2021
1) This kind of foolishness is yet another warning flag that I'm monitoring: Bitcoin to Bucks: Crypto Fans Borrow to Buy Homes, Cars – and More Crypto. Right now, it's still pretty small, so let's hope regulators step in before it becomes a real problem. Excerpt: Michael Anderson mined bitcoin in his dorm room and […]

September issue of Empire Market Insider; Facedrive's shares plummet; Katharine is launched and our cross-country RV adventure begins

By Whitney Tilson

Whitney Tilson's Daily,
Friday, September 10, 2021
1) After the market close today, we're publishing the latest issue of my colleague Berna Barshay's Empire Market Insider newsletter... For this month's recommendation, Berna and her analyst Alex Griese did some boots-on-the-ground research in the Sunshine State to take a look at company operations and meet with management. They've found an undervalued stock that […]

A Closer Look at 'Giving Season' in the Market; A risk-free offer to try Empire Elite Trader; Texas' GDP is larger than Mexico's; GDP trivia; Greetings from Carleton College

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, September 9, 2021
1) Following up on my market and macro overview in my September 2 e-mail, I wanted to share another reason why I'm constructive on the market, courtesy of my colleague Enrique Abeyta. Here's an excerpt from his missive yesterday to subscribers of his Empire Elite Trader newsletter... A Closer Look at 'Giving Season' in the […]

Do we need to worry about inflation?; Which has a higher GDP, Texas or Mexico?

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, September 8, 2021
1) Following up on my market and macro overview in Thursday's e-mail, the debate about inflation continues to rage... Some folks think we have a big problem and point to this announcement (White House More Than Doubles Its Inflation Forecast in New Update) and this chart (source): However, most experts – and, importantly, the bond […]

GameStop's Power Player: How Outsider Ryan Cohen Wrested Control; Number of times 'adjusted' is used in various companies' 10-Ks; Online Trolls Actually Just A**holes All the Time, Study Finds; U.S. Open

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, September 7, 2021
1) I've been calling video game retailer GameStop (GME) "GameStink" because its stock was the trigger for the Reddit-fueled meme stock craze and became (and remains) absurdly overvalued. That said, what Ryan Cohen – the 36-year-old billionaire co-founder and former CEO of online pet retailer Chewy (CHWY) – did to become chairman of GameStop, which […]

U.S. Payroll Growth Slowed in August; SPAC Rout Erases $75 Billion in Startup Value; Renaissance Technologies Executives To Pay Up to $7 Billion to Settle Tax Probe; My love of tennis and the U.S. Open bargain

By Whitney Tilson

Whitney Tilson's Daily,
Friday, September 3, 2021
1) I'm mostly a bottoms-up stock picker, but I still follow numerous economic and market indicators, so I at least have a sense of what kind of environment we're in. Since I along with my colleagues Enrique Abeyta and Berna Barshay called the market bottom almost to the day in late March 2020, we've remained […]

Market and macro overview; Update on my Short Squeeze Bubble Basket; I'm surrounded by six ladies; My adventure driving in the record-setting rain

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, September 2, 2021
1) Markets moved moderately higher in August, with the S&P 500 Index rising 3%. This was its seventh consecutive monthly rise, bringing its year-to-date return to a healthy 20.8%. The S&P 500 has now more than doubled since its March 2020 low – the fastest such gain since World War II – which has added […]

September issue of Empire Stock Investor; Hedge Funds Are Hot Again; The SEC head is considering banning a key way Robinhood makes money; China Tightens Limits for Young Online Gamers; Limiting brain-numbing, time-wasting activities

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, September 1, 2021
1) For the past year and a half, I've been pounding the table on the newest revolutionary technologies: electric vehicles ("EVs") and autonomous vehicles ("AVs"). While each technology is disruptive in its own right, when combined, the two will create a new and even more disruptive industry: Transportation as a Service ("TaaS"). And in the […]
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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