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Wednesday, February 16, 2022

Report from the Pivot conference; Miami Mayor Francis Suarez; WeWork; Professor Aswath Damodaran on company life cycles and Meta Platforms; Scott Galloway's presentation

By Whitney Tilson

1) I enjoyed the first day of the Pivot conference in Miami yesterday (it wraps up at lunchtime today and I'm flying home this afternoon)... It's hosted by two of my favorite commentators, NYU marketing professor Scott Galloway and New York Times tech columnist Kara Swisher. Here they are welcoming the attendees: I haven't met […]

Monday, August 2, 2021

I finished my 54-mile trek; Hard Money's Million Dollar Podcast; The We That Didn't Work at WeWork; Ackman and Hilal on success, failure, and character

By Whitney Tilson

1) My guide and I did an epic, arduous, and magnificently beautiful 54-mile trek, including 20 miles on the famed John Muir Trail in California's Sierra Nevada mountains on Thursday, Friday, and Saturday. (I posted pictures on Facebook here.) I can't remember the last time I was off the grid for 48 hours. It felt […]

Tuesday, June 22, 2021

I was a guest on the Hard Money's Million Dollar Podcast; Chris Brown's favorite short is TSLA; Fraud Fest 2021; Dogecoin-Branded NASCAR Crashes as Badly as DOGE; Exposing Tether – Bitcoin's Biggest Secret; What it's like to travel abroad right now; Lake Sunapee pictures

By Whitney Tilson

1) Last week, my colleagues Enrique Abeyta and Gabe Marshank invited me on their Hard Money's Million Dollar Podcast, which follows them as they turn $10,000 into $1 million – or go bust trying. They've already doubled their money, so that's a good start! Given that my investment style is pretty much the opposite of […]

Thursday, May 27, 2021

Energy consumption of bitcoin vs. the banking system; Decline in oil consumption; Adam Neumann pockets another $245 million; Adam Wyden's reckless tweets; Calamity No. 1: Loss of Reputation and/or Wealth

By Whitney Tilson

1) Here's Andrew Ross Sorkin of the New York Times with a spot-on tweet: 2) Speaking of energy consumption, here's a fascinating chart (source) showing that "the U.S. economy uses 70% less oil than 50 years ago to produce the same amount of national output": 3) What a total disgrace! Former WeWork Chief's Gargantuan Exit […]

Tuesday, April 20, 2021

The 'WeSPAC' Is Here

By Berna Barshay

► Following a high-profile false start, the one-time king of the unicorns is going public after all... In late March, it was announced that special purpose acquisition company ("SPAC") BowX Acquisition (BOWX) had entered into an agreement to merge with co-working space operator WeWork, once the poster child for the "sharing economy" and for a […]

Monday, April 5, 2021

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

By Whitney Tilson

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 […]

Wednesday, May 6, 2020

Enrique Abeyta's Empire Elite Growth launches today; More on Adam Neumann; Scientist Whose Doomsday Models Sparked Global Lockdown Resigns After Breaking Quarantine to Bang Married Lover; Corey Johnson's deranged slam of Samaritan's Purse

By Whitney Tilson

1) I'm delighted to tell you that my great friend and colleague Enrique Abeyta is launching Empire Elite Growth today. Enrique is one of the most unique people – and thinkers – I've ever known. As you can see in this fantastic documentary, he had to struggle merely to survive his childhood, but then went […]

Wednesday, May 6, 2020

What the 'Isolation Economy' Means for Uber and These Silicon Valley Darlings

By Berna Barshay

► The 'sharing economy' was supposed to be the new paradigm... The idea is that owning things for 365 days a year when you only use them a few times is unnecessary, inefficient, and wasteful. As early as 2011, Time magazine called it one of the "10 ideas that will change the world," writing, "Someday […]

Tuesday, May 5, 2020

My Sina interview; Why I've trimmed my portfolio; Leon Cooperman and Doug Kass' thoughts; WeWork Co-Founder Adam Neumann Sues SoftBank Over Failed $3 Billion Deal

By Whitney Tilson

1) I did an interview with Chinese online media company, Sina (SINA), with my take on the Berkshire Hathaway (BRK-B) annual meeting. You can watch it here (6:24). I really enjoyed it and thought it went well. It's already been viewed more than half a million times. 2) Like Berkshire CEO Warren Buffett, I'm long-term […]