Is Whitney Tilson a Real Investing Guru You Can Trust?

If you’ve spent any length of time researching the different stock picking services out there, you’ve no doubt heard of Whitney Tilson.

He’s quite well-known within the investing space and his services are fairly popular too.

But is he a real investing guru, and can you really trust him?

Well, that’s a question I am going to be delving into within this post, to help you figure out if Whitney is someone you can genuinely trust before handing over your money.

Who’s Whitney Tilson – Real Investing Guru?

Whitney Tilson
Whitney Tilson

Whitney Tilson is the founder and CEO of Empire Financial Research, a well-known and respected financial publishing company based in the United States.

His investing career dates all the way back to the late 80’s.

After graduating from Harvard College in 1989, Whitney helped launch “Teach for America” and spent a couple years consulting for the Boston Consulting Group. And in 1994, he earned his MBA from Harvard Business School.

Soon after, he founded a hedge fund known as Kase Capital Management with only $1 million in startup capital, and turned that into $200 million.

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Along the way he managed to earn himself the title of the “prophet” of investing, given how well some of his calls have played out over the years. For example, during the financial crisis of 2008 and other economic downturns, he made some noteworthy calls.

And of course, all of this gained him the attention of popular media outlets like 60 Minutes, Fox Business Network, CNBC and Bloomberg TV for example.

Not to mention, he’s co-authored books like “The Art of Value Investing: How the World’s Best Investors Beat the Market” and written for the Motley Fool, Forbes and the Financial Times among others.

More recently, in 2019, he founded financial publishing company Empire Financial Research, where he and his team, including Enrique Abeyta, share their investing insights with those who subscribe to the newsletter services the company publishes.

What Services Does Whitney Tilson Sell?

Whitney Tilson’s company, Empire Financial Research, publishes both free and paid research newsletters to help everyday people create wealth through the stock market.

The free newsletters include Empire Financial Daily and Whitney Tilson’s Daily. The former is written by a range of investing experts on a diverse range of topics, while the latter is written by Whitney Tilson himself, and provides readers with his daily market insights.

Aside from these, Empire Financial Research sells the following five research services:

  • Empire Stock Investor: The Empire Stock Investor is Empire Financial Research’s flagship newsletter.
  • Empire SPAC Investor: Empire SPAC Investor is a long-term, buy-and-hold service focusing on special purpose acquisition companies (or “SPACs”).
  • Empire Investment Report: The Empire Investment Report focuses on recommending and building a model portfolio of small- or mid-cap stocks, many of which you’ve likely never heard of before.
  • Empire Elite Trader: The Empire Elite Trader is a short-term trading service that draws from a universe of around 100 mid- to large-cap stocks
  • Empire Elite Growth: Empire Elite Growth is a long-term, buy-and-hold service focusing primarily on publicly traded, small- to mid-cap U.S. stocks.

These services range in price from $49 (Empire Stock Investor) to $3,000 (Empire Elite Growth), but perhaps the most popular is Empire Stock Investor.

Empire Stock Investor is a monthly investment advisory service that’s edited by Whitney Tilson and Enrique Abeyta. And it’s mostly geared towards people looking to secure their retirement, so it’s made up of stock picks that are generally considered less risky.

So Whitney and the team usually recommend large-cap, U.S. stocks (meaning shares of larger, more stable companies). But they do also include stocks with big growth potential.

What Are Whitney Tilson’s Stock Picks?

Everybody wants to know what Whitney Tilson’s stock picks are, and while he recommends quite a few different stocks within his various investing services, a couple really stand out.

The first one is his TaaS (transportation as a service) stock pick. It seems everybody is talking about this because Whitney’s marketing team does a good job at building exciting around it.

So, what’s his TaaS stock pick?

The main TaaS company Whitney believes is set to benefit from the rise of TaaS is called Waymo LLC, which is an American autonomous driving technology development company.

But you can’t actually buy Waymo stock. So if you wanted to take advantage of Whitney’s TaaS prediction, you’d need to buy Alphabet stock (GOOGL) which is the company that owns Google.

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Whitney believes that buying shares in it could be “an incredibly safe way to invest in the TaaS revolution.” Which makes sense, given that Alphabet is such a hugely successful company that, even without self driving cars, is (in my opinion) worth adding to any portfolio.

What about his #1 retirement stock pick?

It’s Berkshire Hathaway.

Which is an American multinational conglomerate holding company founded by Warren Buffet – arguably the world’s greatest investor. This is the stock he says he’d be willing to invest 50% of his kid’s college fund in, and one of the stocks he recommends to subscribers.

These are just a couple of his picks though.

As a member of Whitney’s services, you get access to his month-by-month stock ideas and insights, which is the best way to get to know which stocks he recommends.

What’s Whitney Tilson’s Net Worth?

Nobody knows for sure how much money Whitney Tilson makes, or his net worth.

However, we do know that, according to the Empire Financial Research website, he grew his hedge fund, Kase Capital Management, to over $200 million in assets under management.

So he’s clearly done well for himself and his clients.

Just how well though, is pure speculation.

Bottom Line

Whitney Tilson is a real and legitimate investing guru with decades of real-world experience under his belt. And as part of the services he provides through Empire Financial Research, his financial publishing company, he and his team share their knowledge with subscribers.

I personally wouldn’t join any of his services expecting to get rich quick.

Or without understanding that, regardless of the investing guru, nobody can guarantee you’ll make money. Because investing is risky and nobody gets it right all of the time.

But Whitney is definitely the real deal and someone that I personally think is worth learning from, whether you’re interested in learning how to create a lucrative stock portfolio, or learn how to trade the market through his other, more aggressive, services.

In any case, I’m not affiliated with Whitney Tilson or any of his services. So I’m not saying any of this to convince you to join, or not join, his services. This is just my opinion based on what I’ve found, so what you decided to do from here is up to you.