Whitney Tilson's Daily

Whitney Tilson's Daily

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How Crispin Odey evaded sexual assault allegations for decades / Instagram Connects Vast Pedophile Network / GameStop shares plunge / Making…
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…
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Whitney Tilson
Twitter's U.S. Ad Sales Plunge 59% as Woes Continue / The Worst Housing Affordability Ever? / SEC Says Binance Misused Customer Funds …
1) I confidently predict that Elon Musk's takeover of Twitter will be a case study taught in business schools for decades to come...
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Whitney Tilson
Don't Attend the AI Church / Labor force participation / Manufacturing construction spending / Hedge Funds Dangle $120 Million Payouts …
1) We've all been bombarded with stories about how artificial intelligence (AI) is "the next big thing," so of course every company is trying to tie…
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Whitney Tilson
10 interesting tweets on tech stocks, the Fed, the economy, regional banks, and more...
1) I refuse to use Twitter because it's always been filled with so many trolls and other garbage.
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Whitney Tilson
Fed Prepares to Skip June Rate Rise but Hike Later / Used car prices down / Robinhood users hit three-year low / Sector reversal / The Stock…
1) It looks like the first part of my prediction about what the Fed will do the rest of this year is going to prove correct...
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Whitney Tilson

May 2023

Lessons from Theranos / A Foreign Capital Invasion Could Lift Japan's Stocks / China trade / Rising mortgage rates / Safari in Lewa…
1) Following up on my May 18 e-mail, Liz Holmes Wants You to Forget About Elizabeth, the disgraced founder of Theranos finally reported to prison…
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Whitney Tilson
I Don't Know / Three 60 Minutes stories / Three Krugman essays on debt, a soft landing, and inflation / Back from Kenya
1) I enjoyed this essay by Ted Seides in his Capital Allocators blog/podcast, I Don't Know, in which he underscores the importance of humility when…
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Whitney Tilson
Carl Icahn Is $15 Billion Poorer After Hunter Becomes The Hunted / Nikola receives delisting notice / A Housing Bust Comes for Thousands of…
1) In yesterday's e-mail, I warned my readers to avoid Icahn Enterprises (IEP) because the short report by Hindenburg Research revealed the company's…
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Whitney Tilson
A powerful shift is coming to the markets / Bill Ackman's tweet about Icahn / Young Investors in College Clubs Embrace Wild Market Ride …
1) A powerful shift is coming to the markets.
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Whitney Tilson
One stock to buy and one to avoid / How Bud Light Blew It / Fed rate cut(s) later this year / Netflix's 2002 IPO / Greetings from Kenya
1) If you missed our big event yesterday, here's one more chance to watch.
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Whitney Tilson
My brand-new market prediction with Louis Navellier / Tributes to Sam Zell / Jeers to the New York Times / Weekend in Rome
1) I just published a brand-new presentation detailing how a historic demo in Las Vegas could reshape the market and create millionaires on a single…
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Whitney Tilson
Lessons from Apple / Buffett and Munger comments and articles / TikTok Ban Signed in Montana / Before His Killing, Tech Executive Bob Lee…
1) Last week, I noted the 26th and 11th anniversaries of the IPOs of Amazon (AMZN) and Meta Platforms (META), respectively.
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Whitney Tilson
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