Friday, January 13, 2023
By Whitney Tilson
1) I did a 93-minute interview yesterday with my old friend, financial journalist Julia La Roche, who launched The Julia La Roche Show podcast (and YouTube channel) last August. Every week she does in-depth (45- to 90-minute) interviews with "top CEOs, investors, founders, academics, and the emerging names she finds fascinating." When I looked at […]
Wednesday, December 7, 2022
By Whitney Tilson
1) I haven't had a chance to review the report Hindenburg Research just released on health care real estate investment trust ("REIT") Welltower (WELL)... but given founder Nate Anderson's track record of exposing fraud and malfeasance, Welltower investors would be wise to read this closely: Welltower: Exposing the Shell Game. Excerpt: Despite the high praise from […]
Thursday, December 1, 2022
By Whitney Tilson
1) In last Wednesday's e-mail, I shared a friend's pitch for the Grayscale Ethereum Trust (ETHE). For me, this was the most compelling part: I think about my crypto investments the same way I do my stocks, to the extent the analogy can apply: value investing, multi-year time horizon, short-term and technical/market considerations around the […]
Wednesday, January 5, 2022
By Whitney Tilson
1) One of my readers, John B., sent in an interesting question: When one wants to raise cash in a portfolio what is the way you recommend? Do you sell entire positions of a stock whose future prospects aren't quite what you thought, a portion of several or all positions, or some of both? This […]
Thursday, November 4, 2021
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 […]
Friday, October 29, 2021
By Herb Greenberg
► You've seen it before: claims that some new whiz-bang technology will shake up the world at some point in the future... If done right, it will spawn headlines, excitement, and enthusiasm. If the company is public, its stock might even spike. If it isn't, investment bankers are likely to urge it to cash in […]
Tuesday, September 28, 2021
By Berna Barshay
► This story is almost too crazy to believe... On Sunday, the New York Times published an article about a company seeking venture funding from investment bank Goldman Sachs (GS). The tale sounded more like the plot of a nighttime soap than a legitimate business story. It begins with the privately held digital media company […]
Friday, September 17, 2021
By Whitney Tilson
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 […]
Tuesday, August 31, 2021
By Whitney Tilson
1) There is some very sound advice in this New York Times article, which addresses one of the most difficult problems nearly every elderly person faces: How to Enjoy Retirement Without Going Broke. Excerpt: Accumulating money for retirement is hard, but decumulating it is tricky, too. Even the experts have trouble saying how to pace […]
Friday, April 16, 2021
By Whitney Tilson
1) As I've said many times before, I think short sellers – especially those who go public (whether anonymously or not) with their research and conclusions – play a critical role in a healthy market, especially one (like ours) that's filled with fraud, speculation, and other assorted foolishness. So it's with sorrow that I read […]
