Stansberry Research

Whitney Tilson stock picks

A former hedge fund manager whose publishing combines value-investing references with nuclear-energy, commodity, and technology campaigns.

Whitney Tilson writes for Stansberry Research. This profile covers documented teaser campaigns and tracks the performance of their stock picks.

Whitney Tilson's DailyStansberry's Investment AdvisoryCommodity SupercyclesThe N.E.W. System

Track record from documented teasers

Equal-weighted average of every sourced pick, next to the S&P 500.

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Win rate

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Picks up since teaser

Live prices from Yahoo Finance, possibly delayed. Returns start at the close on the date the teaser was documented, are equal-weighted and exclude dividends. "n/a" means that window has not passed.

  • CVX

    Chevron

    Oct 23, 2025

    "Identified as the public-company investment in the Amazon Helios nuclear-fusion promotion."

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    Researched disclosureGreen Bull Research
  • VST

    Vistra

    Oct 15, 2023

    "Identified as the power producer in the Project E-92 nuclear-energy campaign."

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    Researched disclosureGreen Bull Research
  • BWXT

    BWX Technologies

    Oct 15, 2023

    "Identified from the nuclear fuel-services contract clues in the Project E-92 campaign."

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    Researched disclosureGreen Bull Research
  • SMR

    NuScale Power

    Oct 15, 2023

    "Identified as the small modular reactor developer in the Project E-92 campaign."

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    Researched disclosureGreen Bull Research
  • UUUU

    Energy Fuels

    Oct 15, 2023

    "Identified from the White Mesa uranium-mill clues in the Project E-92 campaign."

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    Researched disclosureGreen Bull Research
  • CCJ

    Cameco

    Oct 15, 2023

    "Identified from the McArthur River uranium-mine clues in the Project E-92 campaign."

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    Researched disclosureGreen Bull Research

Background and career

Stansberry Research's biography describes Whitney Tilson as a former manager of Kase Capital Management and an editor of several research publications. It says his investment-management career included value-oriented hedge funds and mutual funds. It also lists Harvard undergraduate and business-school degrees and writing associated with Berkshire Hathaway and Charlie Munger. Those details establish a recognizable investing and publishing background. They do not independently validate every historical prediction highlighted in promotional material or demonstrate that a newsletter reproduces his former funds' results.

A balanced career account should also include the end of his fund-management period. CNBC reported on September 28, 2017 that Tilson was closing his hedge fund, citing communications about poor performance and feeling out of sync with the market. That report is relevant context, not a complete calculation of his career returns. Later Stock Gumshoe coverage described his move from Empire Financial into Stansberry-branded publications. Readers comparing old and new claims should identify the exact fund, publication, and time period instead of merging them into one track record.

Newsletters, pricing, and refund terms

The reviewed nuclear campaigns largely promoted Commodity Supercycles. As listed at time of writing in Green Bull Research's June 19, 2024 review, the offer cost $49 for the first year and $199 annually afterward, with a 30-day money-back guarantee. Stock Gumshoe's August 20 republication of its nuclear analysis also described a $49 first year, $199 renewal, and a year of Stansberry's Investment Advisory. These are historical campaign terms and should not be represented as a permanent price.

A later offer differed. Green Bull Research's October 23, 2025 Amazon Helios review described a $79 first-year trial offer, an advertised regular price of $499, a 30-day money-back guarantee, and a year of Investment Advisory access. Tilson's publisher biography also lists The N.E.W. System, but this profile does not assign that product an unsupported price. Before paying, save the actual checkout page and the terms attached to that particular offer. Record the initial charge, subscription length, renewal charge, cancellation process, and refund deadline. Ask whether a satisfaction guarantee means a cash refund or credit toward another publication. Also check whether a trial includes a second newsletter with its own renewal. Do not assume that a price or refund policy reported for one campaign applies to every product sold under the same publisher's name.

Investing style and recurring themes

Tilson's public writing draws explicitly on Buffett and Munger, but the reviewed teaser campaigns are not limited to traditional conglomerate investing. They cover nuclear utilities, reactor technology, uranium, and indirect exposure to fusion development. His September 27, 2024 discussion of a bearish Berkshire Hathaway argument describes Berkshire as a longstanding favorite while emphasizing the importance of considering the other side. That is a useful statement of research process, separate from any assessment of whether a particular teaser's return language is realistic.

The nuclear campaigns show why the underlying business matters more than the sector label. A company operating power plants, a reactor developer, a fuel-related business, and an oil company funding fusion research do not represent interchangeable investments. The campaign narrative may connect all of them to rising electricity demand, but each requires its own valuation and risk analysis. Readers should resist treating an exciting technology's potential market size as a direct estimate of the gains available from every stock mentioned alongside it.

Recent teaser campaigns and identified stocks

Green Bull Research's October 15, 2023 Project E-92 review identified several nuclear-related companies. The selections below retain Vistra, BWX Technologies, NuScale Power, Energy Fuels, and Cameco from that analysis. They are multiple businesses connected to one promotional theme, not five independent market-timing calls. The article also discussed other possible matches. This profile omits the less certain identifications rather than expanding the table simply to capture every ticker appearing in the review.

The theme continued in 2024 through the Top Stocks for the Nuclear Renaissance campaign. In 2025, the Amazon Helios presentation introduced a fusion-focused story. Green Bull Research's October 23 analysis identified Chevron as the public company in that pitch. Stock Gumshoe's separate coverage noted that the presentation's framing changed between Amazon and Google while retaining the central investment argument. That history is a reminder to check whether a supposedly new opportunity is a genuinely new recommendation or a familiar report with a revised opening headline.

How the picks have done

Use the live picks table on this page for the latest available price comparisons. The dates in this profile identify publication of the linked public sources, not necessarily the dates subscribers first received recommendations. A teaser identification is also not a complete trading record. Before drawing conclusions, open the underlying article and check whether it describes a new recommendation, a recycled promotion, a bonus report, or another analyst's contribution. Those distinctions matter when comparing the table with a publisher's advertised results.

Stock Gumshoe explains that its tracking generally assumes buying when a teaser was first seen or discussed and holding indefinitely. It also warns that splits, acquisitions, missing quotes, and ticker changes can cause errors. Our selected teaser records should therefore not be read as an audited newsletter portfolio. Evaluate the same holding period against an appropriate benchmark, distinguish price changes from total returns, and account for subscription costs separately. A few successful identifications cannot establish the results of every recommendation, and a few disappointing ones cannot establish the results of an entire service.

The selected nuclear names should be compared with their different business exposures in mind. A shared campaign date does not mean they have identical operating milestones or suitable holding periods. The later Chevron row also comes from a separate advertisement and source date. Use the live table for available up-to-date comparisons, but do not infer a complete Commodity Supercycles return from this selection. No newsletter win rate, subscriber return, or fixed percentage gain is asserted in this profile.

Regulatory record and complaints

No personal securities-enforcement finding against Tilson was located in the sources reviewed for this profile. This is not a claim that every legal database, jurisdiction, or customer complaint has been searched. The CNBC report about his hedge fund closure concerns investment performance and his decision to stop managing outside money. It should not be rewritten as a regulator's finding. A disappointing record and an adjudicated legal violation are different things, and a careful review should not substitute one for the other.

This profile also does not attribute Porter Stansberry's SEC case to Tilson merely because both names appear in the financial publishing industry. Nor does it publish an unverified BBB grade for him personally. The documented consumer terms here concern the specific Commodity Supercycles offers reviewed in 2024 and 2025. If assessing a subscription complaint, identify the product, purchase date, guarantee, and seller before reaching a conclusion. That is more useful than assuming every complaint about a large publisher describes every editor's service.

How to evaluate his pitches

A useful evaluation starts after the mystery ticker has been identified. Write down the business claim, the expected catalyst, the valuation assumption, and what would make the thesis wrong. Then compare the advertisement with the company's filings and investor materials. Separate an industry's growth from the portion of that growth the particular business might capture. Decide in advance how much research you need, what position size would be acceptable, and whether you would still want the stock without the promotion's deadline or dramatic headline.

For nuclear pitches, identify whether the investment case depends on operating plants, fuel demand, government contracts, commercial deployment of a new reactor, or a financial interest in another company. Ask whether the advertised catalyst affects revenue now or describes a possibility farther in the future. For the Chevron fusion pitch, keep the established energy business separate from the speculative importance of its technology investments. Also read Tilson's ordinary commentary alongside the advertisement to understand whether the subscriber thesis is more qualified than the sales headline.

Bottom line

Tilson brings a documented investing background and an identifiable body of public commentary. His former fund's closure is relevant context, while his later newsletter promotions must be assessed on their own evidence. The nuclear and fusion stories produce concrete companies to research, but the breadth of a technological transformation does not establish the right price for those companies' shares. Read the source's identification, then evaluate the business rather than buying the sector narrative as a single package.

A reasonable subscription decision should rest on the value of continuing research, the clarity of risk discussion, and the actual terms offered at checkout. The selected live table is useful for checking particular teaser ideas, not for reconstructing everything he has recommended. Do not mistake a favorable group of energy stocks for proof of universal forecasting skill, or an unfavorable period for evidence of misconduct. Keep professional history, investment outcomes, advertising claims, and customer-service terms in their proper categories.

Frequently asked questions

Globull is not affiliated with Whitney Tilson or Stansberry Research. This profile is general education based on public sources, not investment advice. Spot an error? Email contact@globull.com.