Sitemap - 2023 - Whitney Tilson's Daily

How Crispin Odey evaded sexual assault allegations for decades / Instagram Connects Vast Pedophile Network / GameStop shares plunge / Making of the Meme King / Ukraine launches counteroffensive

Twitter's U.S. Ad Sales Plunge 59% as Woes Continue / The Worst Housing Affordability Ever? / SEC Says Binance Misused Customer Funds / Cyber scammers target parents, grandparents for digital theft

Don't Attend the AI Church / Labor force participation / Manufacturing construction spending / Hedge Funds Dangle $120 Million Payouts / Claim Your Share of Facebook's $725 Million Privacy Settlement

10 interesting tweets on tech stocks, the Fed, the economy, regional banks, and more...

Fed Prepares to Skip June Rate Rise but Hike Later / Used car prices down / Robinhood users hit three-year low / Sector reversal / The Stock Market's Great Divide / Manhattanhenge

Lessons from Theranos / A Foreign Capital Invasion Could Lift Japan's Stocks / China trade / Rising mortgage rates / Safari in Lewa Wilderness

I Don't Know / Three 60 Minutes stories / Three Krugman essays on debt, a soft landing, and inflation / Back from Kenya

Carl Icahn Is $15 Billion Poorer After Hunter Becomes The Hunted / Nikola receives delisting notice / A Housing Bust Comes for Thousands of Small-Time Investors / How Japan got its swagger back

A powerful shift is coming to the markets / Bill Ackman's tweet about Icahn / Young Investors in College Clubs Embrace Wild Market Ride / 100 Great quotes from Charlie Munger / Flying in Kenya

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

My brand-new market prediction with Louis Navellier / Tributes to Sam Zell / Jeers to the New York Times / Weekend in Rome

Lessons from Apple / Buffett and Munger comments and articles / TikTok Ban Signed in Montana / Before His Killing, Tech Executive Bob Lee Led an Underground Life of Sex and Drugs

Viraj Sanghavi interviews Edwin Dorsey and me / The bull case for the markets / 11th anniversary of Facebook's IPO / Help a Ukrainian refugee find a job and buy a used car

Herb Greenberg On The 'Golden Era' Of Business Journalism / Doug Kass' monthly letter / Liz Holmes Wants You to Forget About Elizabeth / I'm flying to Rome tonight for the Italian Open

My interview from the Berkshire Hathaway annual meeting / The bear case for Berkshire and my reply / 13-Fs by Berkshire, Baupost, Starboard, and Coatue / Hedge Fund Letters To Investors Q1 2023

Michael Burry loads up on bank stocks / Worst sale of all time / Investing Book That Flopped 32 Years Ago Now Sells for Thousands / Robin Hood gala / Is Pickleball a sport?

Stan Druckenmiller: U.S. exceptionalism at risk? / 26th anniversary of Amazon's IPO / My history with AMZN / Amazon Overhauls Delivery Network / Pickleball in Central Park

Planet Fitness pitch / More on the Hindenburg/Icahn battle royale / Meeting an Empire lifetime subscriber

Inflation Eased in April but Remains Stubbornly High / Icahn, Under Federal Investigation, Blasts Short Seller / Value Investing Seminar Italy in July

WSJ Capital Assets series wins Pulitzer / Strong wage growth for low-income Americans / Payrolls rising to new highs / Whistleblower on Trump's Truth Social works at Starbucks / Weight-loss drugs

Berkshire Hathaway after Buffett / No Buffett premium in the stock / Berkshire's culture / The biggest risk shareholders should worry about / Apple after Steve Jobs / Squishmallows

Report from my 26th consecutive Berkshire Hathaway annual meeting / My updated estimate of Berkshire's intrinsic value / Berkshire's first quarter earnings

Matt Levine: Nobody Trusts the Banks Now / Berkshire Hathaway annual meeting / How Warren Buffett Came to Refuse Progressive Orthodoxy / Buffett and Munger on short selling

More pressure on regional banks / Response to 'Half of America's banks are potentially insolvent' / Bill Ackman's comments / Doug Kass is buying / Richard Kovacevich on the financial crisis

Regional Bank Stocks Close at Lowest Level Since 2020 / Half of America's banks are potentially insolvent / Yesterday may have marked a bottom / Lessons from Wells Fargo

My 'Whisper Trade' presentation / Icahn Enterprises: The Corporate Raider Throwing Stones / Parallels with StoneMor Partners / JPMorgan acquires First Republic / Per-article charging

Airbnb stock pitch / Top five contributors to S&P 500 by year / The INCREDIBLE difference between my two pairs of running shoes

Coming soon