Whitney Tilson's Daily Newsletters

April. 2021

Pandemic dashboard; Why we're not out of the woods yet; Chile cautionary tale; Spread of the B.1.1.7 variant; The Fourth Surge Is Upon Us. This Time, It's Different; A battle cry against vaccines; The Pandemic's Wrongest Man

By Whitney Tilson

Whitney Tilson's Daily,
Friday, April 9, 2021
I continue to closely follow the pandemic, sending lengthy e-mails to my coronavirus e-mail list roughly once a week. If you’d like to receive them, simply send a blank e-mail to: [email protected]apital.com. Below is an excerpt from the e-mail I sent to my readers yesterday (you can read the entire e-mail here)… 1) The horse […]

Jamie Dimon's annual letter; Avoid this stinker: ARK Space Exploration ETF; Short reports on EBON, RIDE, NKLA, DOX and NNDM; A Hacker Got All My Texts for $16

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, April 8, 2021
1) In yesterday’s e-mail, I wrote about the basket of six bank stocks I bought last March. I haven’t sold a share of any of them (despite my investing hero, Warren Buffett, dumping most of his financial stocks last year). This has paid off, as they’re up an average of 81% versus 61% for the […]

Warren Buffett's $10 Billion Mistake and the importance of thinking independently; Robotics; The first mobile phone call; Tough Mudder season pass

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, April 7, 2021
1) Nobody is a greater admirer of Berkshire Hathaway (BRK-B) CEO Warren Buffett than I am… But that doesn’t mean I always agree with, much less follow, his moves in the stock market. For example, when he started buying IBM (IBM) in 2011, I publicly said the stock was a value trap and privately wrote […]

Individual Investors Retreat From Markets After Show-Stopping Start to 2021; Matt Levine on Archegos; Goldman Sachs' risk controls; NYS Excelsior Pass vaccine passport

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, April 6, 2021
1) I don’t think it’s because they’ve been listening to my repeated appeals, but nevertheless it’s good that retail investors appear to be coming to their senses – as this Wall Street Journal article notes: Individual Investors Retreat From Markets After Show-Stopping Start to 2021. Excerpt: Individual investors kicked off 2021 at a sprinter’s pace. […]

WeWork documentary; Biden's Big Plans; Pictures from Jackson Hole

By Whitney Tilson

Whitney Tilson's Daily,
Monday, April 5, 2021
1) On Friday, Hulu released a documentary about WeWork: or The Making and Breaking of a $47 Billion Unicorn (you can watch the trailer here). As my wife and I watched it over the weekend, every few minutes we looked at each other and shook our heads in amazement that anyone could have fallen for […]

How Bill Hwang blew up his Archegos fund; ARK Invest's new space ETF; Newsletter from the Nasdaq peak; How to file for a recovery rebate credit; I met the legendary Chongo

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, April 1, 2021
1) My colleague Enrique Abeyta and his analyst Gabe Marshank continue to educate, entertain, and enrich with their new Hard Money’s Million Dollar Podcast. In their latest episode, $16,432, they do a great job of explaining how Bill Hwang blew up his Archegos Capital Management fund, which sent shockwaves through Wall Street. 2) Here’s yet […]
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 nearly $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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