Whitney Tilson claims that “EoD” could be the “best place for investors to turn small amounts into substantial gains in the coming years.”
And during his EoD pitch, he teased several specific companies.
He gave one of these away for free in the presentation (Amazon), but the other four companies are revealed in different research reports that come with a $49 subscription to his Empire Stock Investor service.
Long story short, I decided to look into the clues he shared in the presentation to see what I could find, and think I’ve uncovered his “#1 way to profit from the EoD boom” pick.
So, let’s start by discussing what EoD is all about.
And then I’ll show you what companies I think he’s teasing.
Tilson’s EoD (“Everything on Demand”) Prediction
EoD stands for “everything on demand,” and according to Whitney Tilson, it represents the “future of getting everything and anything you want” in a very short time.
“EoD stands for Everything on Demand.
“Everything on Demand, or EoD, is the future of getting everything and anything you want, at any time, delivered to your doorstep on demand – often in less than an hour.”Source: https://web.archive.org/web/20230519030420/https://secure.empirefinancialresearch.com/?cid=MKT697714&eid=MKT720246&assetId=AST275619&page=2
Basically, Tilson believes that we will soon be able to have “almost everything available on the Internet” delivered to our homes in one hour or less. And he predicts that this could have major implications for the way we live, work, and travel.
“Soon, you’ll be able to buy almost everything online…
“Pharmacy items, home improvement goods, alcoholic beverages, health and beauty products, cars – everything…
“And have it shipped to you, on demand, almost instantly… in less than 60 minutes.”
“Sooner than most people think, you’ll be able to have almost everything available on the Internet – delivered to your home in one hour.
“That’s what Everything on Demand is all about.”
To make this a reality, however, Tilson believes that “three very specific technologies” are needed, which he says are now “coming together for the first time in history.”
These technologies involve e-commerce, AI, and autonomous vehicles/robots.
- The “e-commerce” part of his thesis centers around how virtually anything and everything can now be purchased online and how the popularity of online shopping is increasing.
- The artificial intelligence (AI) aspect relates to how AI is helping e-commerce companies (like Amazon) become a lot more efficient, especially in terms of predicting what customers want (for inventory purposes) and packing and shipping these items.
- And third, he talked about the rise of autonomous delivery robots and flying drones, which are making it much faster for people to receive their orders.
There is a healthy dose of hyperbole in the teaser, as always. But I often find Tilson’s presentations interesting, as he goes into detail on his thesis and why he’s bullish rather than just pumping out “get rich quick” nonsense from beginning to end.
In this case, I think he made some interesting points because, despite all the doom and gloom out there about a recession, it’s hard to argue with the idea that technology has the potential to help companies get their products into the hands of more people and do so at a lot lower cost, given the reduced need for human labor.
That doesn’t mean his stock picks will make you money.
Not at all.
In fact, Tilson has recommended numerous stocks (in some very convincing stock teaser presentations I’ve covered) that have actually gone down.
So take the presentation with a pinch of salt. But if you’re keen to know what his picks are without joining his Empire Stock Investor service – read on.
What Are Whitney Tilson’s EoD Stock Picks?
Whitney Tilson gave his first “EoD” pick away for free, which was Amazon:
“Remember, at the beginning of this presentation I told you I’d give you the name and ticker symbol of a fantastic EoD company you should buy right away?
“That company is Amazon, which, as you know, is the leader in e-commerce.”
As for why he’s bullish on Amazon, Tilson claims that the company has been “silently making all the right moves” to take advantage of the “EoD” trend he sees taking shape.
And he says it’s “cheaper” than it has been over the past five years.
“Right now, no one else is doing anything close to the scale at which Amazon is moving to own the Everything on Demand space.
“And the best part is… because of the bear market… Amazon is cheaper today than it has been over the past five years.
“That’s why now is a perfect time to buy shares of Amazon.”
But that was just his “freebie” pick… aside from Amazon, Tilson teased FOUR other companies, which he discusses in three separate research reports.
So let’s take a look at those now.
“The #1 Way to Profit on the EoD Boom”
Whitney Tilson refers to this company as “the next Amazon” and reveals his pick in a report called “The #1 Way to Profit on the EoD Boom.”
I haven’t read that report (yet), but based on the clues, it looks like he’s teasing Shopify (SHOP), which is the same company he teased in a different presentation recently.
Why do I think it’s Shopify?
Tilson dropped several clues, but he specifically shared two quotes in the presentation that leave no doubt in my mind that Shopify is the company he’s teasing.
One quote was from this Forbes article, and another, this article on Yahoo Finance, both of which were centered around Shopify.
He also talked about an acquisition the company he’s teasing made:
“Earlier this year, this ambitious company acquired one of the world’s largest fulfillment centers which ships over one million orders every month in the US alone.
“This big acquisition, which was worth over $2 billion, will more than double the company’s fulfillment team and make it one of the biggest players in the race to win the EOD revolution.”
And based on that, it looks like he was referring to Shopify’s $2.1 billion acquisition of California-based e-commerce fulfillment startup Deliverr in May 2022.
Note that he did say “earlier this year” (above), which doesn’t make sense given that the teaser is date-stamped January 2023. But my guess is that he likely made the presentation in late 2022 and published it in 2023.
Anyways, what does Shopify do?
Shopify is a Canadian e-commerce platform that helps independent online stores sell their products online. It basically helps businesses with all the “mechanics” of launching and running an online store to sell their products.
In some ways, it’s similar to Amazon in that it enables small, independent businesses to sell stuff online. But it differs in that, unlike Amazon, customers aren’t buying ON Shopify – they are buying directly from the vendor.
That’s the gist of it, anyway.
And as for whether or not it’s a good investment, I can’t advise you on that.
There are some interesting articles out there, though, which break down the investment case. Like this one on the Motley Fool website, for example.
“The Two Critical EoD Technologies You Must Own Today”
Next up, Tilson teased two “EoD technology” stocks that he describes as “responsible for the most ‘critical components’ of the delivery vehicles and bots.”
Here’s what he said about the first one:
“The first company provides the computing power that quietly powers the legs (or wheels) of EoD.
The technology helps driverless delivery vehicles process large volumes of sensor data and make real-time driving decisions. The tech also helps EoD developers plan and map out routes and monitor the progress of delivery.”
“This firm has already partnered with many of the leading companies in this space including BMW, Hyundai, Audi, and Uber, among others.”
“This technology helped a truck company deliver produce grown in Arizona to a wholesaler in Oklahoma – a distance of over 900 miles.
“The pilot project was commissioned by AWG, the nation’s largest cooperative food wholesaler.
“The run normally takes more than 24 hours with human drivers and traditional trucks, but powered with this company’s technology, the job was completed in about 14 hours.
“Already, this company has partnered with many of the world’s leading vehicle manufacturers like Tesla, Toyota, Volkswagen, and Mercedes…
“It’s even struck partnerships with trucking companies like Peterbilt and Volvo.”
The clue that stood out to me (above) was the one about the 900-mile “pilot project” of delivering produce from Arizona to Oklahoma in 14 hours that was commissioned by AWG, as that’s a pretty specific clue.
And my research led me to a press release that leads me to think that Tilson’s pick here is Tusimple Holdings (TSP), a California-based autonomous trucking company.
As for his next pick, Tilson says it’s a spin-off of an existing company that has “recently tied up with a leading automotive producer.”
In other words, it’s a new company that was “born” out of an existing company.
Here’s what he said about it:
“The other key technology you want to own is stock of a company that has recently tied up with a leading automotive producer. Together, they’ve spun off a new company that is completely devoted to all things driverless.
“Since then, there has been no looking back for this tech company. And now it’s regarded by many to be the brains and nervous system of the autonomous industry.
“In fact, after the spin-off, the company stock took off and rose a massive 307% in less than 18 months.”
That’s not much to go off.
But I did some digging regarding his “brains and nervous system of the autonomous industry” hint, and that led me to a company called Aptiv PLC (APTV), which states on its website that it’s “providing the ‘brain’ and ‘nervous system’ for vehicles” worldwide.
And according to Wikipedia, this (Irish-American) company “grew out of the now-defunct American company, Delphi Automotive Systems.” And Delphi was formerly a component of General Motors.
So in other words, Aptiv spun out of Delphi, which was part of GM. And when you put all of those clues together, it looks as though Aptiv might be the one he’s teasing.
“The EoD Speculation – How to Quadruple Your Money in the Next Few Years”
Lastly, Whitney Tilson teased a “small speculation” investment…
“There’s one more EoD investment my team uncovered recently, which may not be in the same league as Amazon or might not even be The #1 Way to Profit on the EoD Boom,
“But that said… if EOD lives up to its full potential, this $27 billion company will be a major player.”
In short, this pick has to do with a technology Tilson refers to as “SCARL,” which he never really defines. But from what I can gather, the tech relates to helping businesses set up automated micro-fulfillment centers.
“…one critical technology will pay a huge role in all that automation.
“This state-of-the-art technology supports the “back end” of EoD and makes sure that products can be ready for delivery faster than ever before.
“I call this technology ‘SCARL’ – and it can help ensure that any fulfillment center, however big or small, can have a product picked from its shelf, packed for shipping, and placed in a delivery vehicle or bot any time of the day or night… without any human intervention.
“The SCARL technology can also be used in the delivery vehicles to drop off the package at your doorstep.”
And according to Tilson, one “little-known company” that specializes in SCARL is the “perfect way to invest in the booming future of e-commerce.”
“And one little-known company that specializes in SCARL is the perfect way to invest in the booming future of e-commerce.
“Early investors saw their investment grow by 216% over the last decade.”
What could it be?
Given the lack of clues on this one, I’m really not sure.
There don’t appear to be many “automated micro-fulfillment center” companies out there, but it’s hard to know what specific company he’s referring to without more to go off.
If you have any ideas, let me know in the comments below!
Recommended: Go here to see my #1 rated stock advisory of 2023
Tech stocks have taken a beating over the past year or so, and it’s anyone’s guess as to whether that continues or reverses anytime soon. But regardless, Tilson seems to think that “EoD” could hand investors “substantial gains” in the years ahead.
I did find his pitch somewhat interesting, but that doesn’t mean what he’s predicting will happen as he suggests, and even if it does, no one knows how long it will take to play out.
Also, while I’m reasonably confident in my guesses, I can’t say for sure if the companies I mentioned are his picks or not, as I’m only going off the clues he shared in the teaser.
The only way to know for sure would be to try his newsletter.
So, should you join his $49 service?
As mentioned, I haven’t read the research reports I mentioned earlier, but I am a member of Tilson’s Empire Stock Investor service. And I have put together a detailed review of the service on this blog, which you may find helpful if you’re considering joining.
So I would recommend checking that out before joining if you want to know more about the service and see how his recommendations have worked out thus far.
Anyways, whatever you decide, I hope you found this post helpful.
And thanks for reading!