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Friday, November 4, 2022

Meta's rising capex is a response to TikTok and Apple; Cassava Sciences Files Lawsuit Against Perpetrators of 'Short and Distort' Campaign; A pleasant experience flying Spirit Airlines

By Whitney Tilson

1) I'm continuing my series analyzing Meta Platforms (META)... In yesterday's e-mail, I discussed one of the two areas of high spending about which investors are concerned: the metaverse. Today, I'd like to discuss the other: capital expenditures ("capex"). As you can see in the chart below, Meta's capex has soared: For many years, Meta's […]

Monday, September 26, 2022

Investors are super bearish; So is it time to back up the truck?; A coming 'exodus'; Cassava Sciences tumbles; Federer's last match; ABBA concert

By Whitney Tilson

1) I didn't foresee the big market pullback in the first half of the year, but ever since, I've been nailing its every move... First, I turned super bullish, especially on tech stocks and other risk assets, in mid-June. Then, after stocks rallied strongly, I shifted to "moderately bullish" on August 2. And finally, after […]

Friday, September 23, 2022

Update on Cassava Sciences; 12 Reasons Not to Short; Greetings from the Laver Cup in London

By Whitney Tilson

1) In my November 3, 2021 e-mail, I wrote the following: My friend and former student Gabriel Grego of Quintessential Capital Management just released a short report on Cassava Sciences (SAVA). The biotech company has a $2.3 billion market cap despite no revenue based on bullish expectations for its sole drug, Simufilam, which it claims […]

Thursday, July 28, 2022

Why I'm still bullish on stocks; Cassava Sciences faces U.S. criminal probe; I write every one of my daily e-mails; How I do it; What's the Matter with Delaware?; Lassen Volcanic National Park

By Whitney Tilson

1) Yesterday's market rally didn't surprise me at all. As I've written many times in recent weeks, I'm quite bullish on stocks for the rest of the year because I think inflation has peaked, the economic slowdown will be mild, and my colleagues and I at Empire are finding lots of individual stock bargains. My […]

Tuesday, July 26, 2022

One of the biggest research frauds ever is exposed; The Five Worst SPAC Deals Still Above $5; The Billionaire Who Took Down Porn; The Battle Against the SEC's New Rules on Hedge Fund Activism; Crater Lake National Park

By Whitney Tilson

1) If you want an example of the important, socially beneficial work short sellers can do, look no further than this example... In my e-mail on November 3, I wrote: My friend and former student Gabriel Grego of Quintessential Capital Management just released a short report on Cassava Sciences (SAVA). The biotech company has a […]

Tuesday, April 19, 2022

Scientists Question Data Behind an Experimental Alzheimer's Drug; Apollo Global Considers Participating in a Bid for Twitter; Twitter debate; The 26-Year-Old Dropout Lapping the Hedge-Fund Field

By Whitney Tilson

1) The stock of biotech company Cassava Sciences (SAVA) is crashing this morning thanks to this damning New York Times story: Scientists Question Data Behind an Experimental Alzheimer's Drug. Excerpt: A small biotech company that trumpeted an exciting new treatment for Alzheimer's disease is now under fire for irregularities in its research results, after several […]

Thursday, November 18, 2021

The rise of electric and autonomous vehicles; How 'TaaS' will change your life; I'm skeptical of EV stocks; Articles about Cassava Sciences and Activision Blizzard; Drug Overdose Deaths Hit Record High in U.S.; Dopesick

By Whitney Tilson

1) Nobody has been more bullish on the rise of electric vehicles ("EVs") and autonomous vehicles ("AVs") than I've been. On February 5 of last year, we released an in-depth video, which you can watch here (or read the transcript here), exploring these two technologies and how they will come together to produce "Transportation as […]

Friday, November 5, 2021

Hard Money's Million Dollar Podcast up more than 10x; Why I no longer short; Cassava Sciences; Nikola; Zillow; I write all of my dailies

By Whitney Tilson

1) I want to give a shout-out to my colleagues Enrique Abeyta and Gabe Marshank, who are crushing it with their Hard Money's Million Dollar Podcast, which follows them as they try to turn $10,000 into $1 million – or go bust trying. It's a total balls-to-the-wall approach and they often remind listeners not to […]

Thursday, November 4, 2021

Feedback on my financial advice to retired readers; I bonds; Chris Brown's tweet on Cassava Sciences; Galloway and Theranos podcasts; Investing lessons on the tennis court

By Whitney Tilson

1) My e-mail last month with my financial advice to retired readers generated a great deal of nice feedback: "Dear Mr. Tilson, I want to commend you on your letter of October 12th. I spent 35 years on the retail side of financial services as a broker, regional product manager, branch manager, and, finally, managing […]