About Whitney Tilson's Ultimate Upside
In this publication, editor Whitney Tilson and Senior Analyst Bryan Beach hold one simple conviction: Just because a stock is popular does not mean you should buy it.
The goal is not to predict what will beat the market tomorrow or next week – nobody can do that with any reliability. It's to find strong companies with the highest probability of winning over three months, a year, and beyond – in any market condition.
That's what they built the Ultimate Upside Spotlight system to do. It combs through the entire stock market to identify stocks that are capital-efficient, financially sound, and high-momentum... but that Wall Street has unreasonably undervalued.
It then filters that list even further to screen out companies that don't meet stringent requirements for size, liquidity, cash flow, valuation, growth, and volatility.
The system scans the market every day. New companies appear as soon as they qualify – and companies that lose strength drop off. At any given time, back tests suggest this list should have about 30 of the highest-quality names in the market... although there may be far fewer or more based on market conditions.
And that elite list is where Whitney and Bryan shine their spotlight... distilling it down to one recommendation per month.
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Whitney is the Editor of Stansberry's Investment Advisory, Stansberry Research's flagship newsletter, The N.E.W. System, Commodity Supercycles, Whitney Tilson's Ultimate Upside, and Whitney Tilson's Daily. He is also a member of the Stansberry Portfolio Solutions Investment Committee.
Whitney spent nearly 20 years on Wall Street. During that time, he founded and ran Kase Capital Management, which managed three value-oriented hedge funds and two mutual funds. Starting out of his bedroom with $1 million, Whitney grew assets under management to a peak of $200 million.
Once dubbed "The Prophet" by CNBC, Whitney predicted the dot-com crash, the housing bust, the 2009 stock bottom, and more. An accomplished writer, Whitney has published four books, the most recent of which is The Art of Playing Defense: How to Get Ahead by Not Falling Behind (2021). And he contributed to Poor Charlie's Almanack: The Essential Wit and Wisdom of Charles T. Munger (2005), the definitive book on Berkshire Hathaway's Vice Chairman Charlie Munger.
Whitney has appeared dozens of times on CNBC, Bloomberg TV, and Fox Business Network, and has been profiled by the Wall Street Journal and the Washington Post. He has also written for Forbes, the Financial Times, Kiplinger's, the Motley Fool, and TheStreet.com.
Whitney graduated with honors from Harvard University, earning a bachelor's degree in government. Upon graduation, he helped Wendy Kopp launch the Teach for America program. He went on to earn his Master of Business Administration degree at Harvard in 1994. Whitney graduated in the top 5% of his class and was named a Baker Scholar.
— Jake B. Subscriber of Whitney Tilson's Ultimate Upside