Whitney Tilson
Founder, T2 Partners and Kase Capital 1999-2017; founder of Empire Financial Research; now lead editor, Stansberry Research
A prolific popularizer of value investing whose Art of Value Investing outlived its news cycle, though his own fund record was mixed and ended in 2017.
3 books of their own · 16 articles
Books they wrote 3
Letters
empirefinancial.substack.com/archive
There are two live archives of the daily letter, not one. Whitney Tilson's Daily currently runs at Stansberry Research (stansberryresearch.com/whitney-tilsons-daily, with an index at /archive that needs a free login, and a second index at stansberryresearch.com/archives/wte). The Empire Financial Research years are open: empirefinancial.substack.com carries the same daily letter and its archive is readable without a login; a sample is listed under articles. empirefinancialresearch.com/efd/archive is now a 404. Tilson has no separate fund-letter archive: the T2 Partners and Kase Capital letters were sent to limited partners and survive only in third-party reproductions, and his Value Investor Insight and Seeking Alpha pieces are on those publications' own sites.
Columns 16
- Why I made the big call to cover my Netflix shortWhitney Tilson's Daily, Stansberry Research, 2024
- How Crispin Odey evaded sexual assault allegations for decades / Instagram Connects Vast Pedophile Network / GameStop shares plungeWhitney Tilson's Daily (Empire Financial Research), 2023
- Twitter's U.S. Ad Sales Plunge 59% as Woes Continue / The Worst Housing Affordability Ever? / SEC Says Binance Misused Customer FundsWhitney Tilson's Daily (Empire Financial Research), 2023
- Don't Attend the AI Church / Labor force participation / Manufacturing construction spendingWhitney Tilson's Daily (Empire Financial Research), 2023
- 10 interesting tweets on tech stocks, the Fed, the economy, regional banks, and moreWhitney Tilson's Daily (Empire Financial Research), 2023
- Fed Prepares to Skip June Rate Rise but Hike Later / Used car prices down / Robinhood users hit three-year lowWhitney Tilson's Daily (Empire Financial Research), 2023
- Lessons from Theranos / A Foreign Capital Invasion Could Lift Japan's Stocks / China tradeWhitney Tilson's Daily (Empire Financial Research), 2023
- I Don't Know / Three 60 Minutes stories / Three Krugman essays on debt, a soft landing, and inflationWhitney Tilson's Daily (Empire Financial Research), 2023
- Carl Icahn Is $15 Billion Poorer After Hunter Becomes The Hunted / Nikola receives delisting noticeWhitney Tilson's Daily (Empire Financial Research), 2023
- One stock to buy and one to avoid / How Bud Light Blew It / Fed rate cut(s) later this year / Netflix's 2002 IPOWhitney Tilson's Daily (Empire Financial Research), 2023
- My brand-new market prediction with Louis Navellier / Tributes to Sam Zell / Jeers to the New York TimesWhitney Tilson's Daily (Empire Financial Research), 2023
- Stan Druckenmiller: U.S. exceptionalism at risk? / 26th anniversary of Amazon's IPO / My history with AMZNWhitney Tilson's Daily (Empire Financial Research), 2023
- The Case for Old Technology CompaniesKiplinger's Personal Finance, 2011
- Why Value Investing Is HardKiplinger's Personal Finance, 2011
- The Storm IntensifiesKiplinger's Personal Finance, 2008
- What We ValueKiplinger's Personal Finance, 2008
Blog
Whitney Tilson's Daily (Substack archive, through June 2023)