Thursday, August 3, 2023
By Whitney Tilson
1) I enjoyed this 17-minute interview with my old friend, David Einhorn of Greenlight Capital, who thinks this is "a very exciting time." I think he's right that traditional long-short value managers have been crushed since 2009 and most have exited the business permanently (including yours truly), which creates a better environment for the few […]
Thursday, June 8, 2023
By Whitney Tilson
1) The front pages of today's Financial Times and Wall Street Journal feature two exceptional pieces of journalism that are likely to bring about important and much-needed changes. First, the FT has exposed one of London's best-known hedge fund managers as a serial sexual predator: How Crispin Odey evaded sexual assault allegations for decades. Excerpt: […]
Thursday, April 27, 2023
By Whitney Tilson
Editor's note: If you haven't yet watched Whitney's brand-new presentation on how to take advantage of one of the most reliable indicators in investing – following the insiders into trades – you can watch it, for free, right here. Over the past few days, I've revealed how insider buying works as a reliable trading indicator […]
Monday, April 24, 2023
By Whitney Tilson
1) This coming Thursday, I'm launching a special project unlike anything we've ever done in the history of Empire Financial Research... In short, I'll show you a 100% legal and ethical way to make big gains thanks to "whispers" by company insiders. Make sure to mark your calendar for 1 p.m. Eastern time on Thursday […]
Thursday, April 6, 2023
By Whitney Tilson
1) Following up on yesterday's e-mail about the new weight-loss drugs, this Vox article captures a lot of the nuances around them: Obesity in the age of Ozempic. Excerpt: Even with the unknowns, [Samuel] Klein says, people "need to get their heads out of the sand. We know very much that even moderate weight loss […]
Thursday, March 23, 2023
By Whitney Tilson
1) Is a 58% annual return really possible? A 25-year study from Cambridge Associates recently concluded that one asset class outperformed portfolios made up of stocks and bonds by a very wide margin... The secret? Be sure to tune in on Tuesday, March 28 at 1 p.m. Eastern time to find out. I'll introduce you […]
Wednesday, February 15, 2023
By Herb Greenberg
I go out of my way not to talk about politics because there's simply no upside... And I'm not about to start now, other than to say... I have been a registered independent since I was a journalist, and I'm about as centrist as centrist can be. I tilt left on social issues but to […]
Thursday, February 9, 2023
By Whitney Tilson
1) My colleague Enrique Abeyta just released his latest presentation... In it, he covers one of his all-time favorite trading strategies – one that works best in a market with lots of uncertainty, which is likely what's in store for 2023. In short, it's a way to make consistent profits each month – while taking […]
Tuesday, February 7, 2023
By Whitney Tilson
1) Greetings from Houston! "Huh," you might be thinking... "Weren't you just in Switzerland?" Yes, but that was yesterday (my flight from Zurich landed at JFK at 5 p.m. yesterday and I was on a 6 a.m. flight from LaGuardia)! I'll admit that this travel is extreme, even by my standards, but I didn't want […]
Thursday, February 2, 2023
By Whitney Tilson
1) The stock of Meta Platforms (META), the parent company of Facebook, Instagram, and WhatsApp, is soaring this morning after reporting strong earnings yesterday... I was pounding the table on this stock as it crashed last fall, writing a five-part series in November and another e-mail on December 6, in which I concluded: In the […]
