Stanphyl capital.

We would like to show you a description here but the site won’t allow us. July 31, 2019. Friends and Fellow Investors: For July 2019, the fund was down approximately 4.8% net of all fees and expenses. By way of comparison, the S&P 500 was up approximately 1.4% while the ...Stanphyl Capital’s gains in 2022 follow a 26 percent net gain in 2021, its first positive one in four years. At the time, Spiegel was arguing that the U.S. was entering a period of stagflation,...Stanphyl Capital commentary for the month ended July 31, 2022. Friends and Fellow Investors: For July 2022 the fund was down approximately 10.6% net of all fees and expenses. By way of comparison, the S&P 500 was up 9.2% and the Russell 2000 was up 10.4%. Year to date the fund is up approximately 22.3% net of all fees and expenses.

Stanphyl Capital’s commentary for the month ended September 30, 2021, discussing their short position in Tesla Inc (NASDAQ:TSLA). Get Our Activist Investing Case Study! Get The Full Activist Investing Study In PDF. Q2 2021 hedge fund letters, conferences and more.Submitted by QTR's Fringe Finance. Friend of Fringe Finance Mark B. Spiegel of Stanphyl Capital released his most recent investor letter on September 29, 2023, with his updated take on the market’s valuation and Tesla. Mark is a recurring guest on my podcast and definitely one of Wall Street’s iconoclasts. I read every letter he publishes …In general, a capital improvement is a one-time expenditure for physical assets such as buildings, land, construction, landscaping or major equipment. In general, a capital improvement is a one-time expenditure for physical assets such as b...

And it’s hard to find another capital source when you’re in the middle of a death spiral. (3/7) 12. 7. 61. Kerrisd le Capital ... Stanphyl Capital @StanphylCap ...Most people think there need to be changes. That's where the agreement ends. The debate over shareholder versus stakeholder capitalism has been going on for decades, and it has been especially fraught in recent years. Proponents of sharehol...

Stanphyl Capital's Performance For December 2021 the fund was up approximately 15.3% net of all fees and expenses. By way of comparison, the S&P 500 was up 4.5% while the Russell 2000 was up 2.2%. For 2021 the fund was up 25.9% net while the S&P 500 was up 28.7% and the Russell 2000 was up 14.8%.24-Nov-2018 ... Spiegel's small hedge fund, Stanphyl Capital, is part of one of Wall Street's most aggressive bets against a single company in history. The $10 ...Stanphyl Capital’s commentary for the month ended August 31, 2023, discussing their short position in Tesla Inc (NASDAQ:TSLA). Table of Contents Show Tesla’s CFO Departs. The big August news from Tesla was the sudden and unexplained ...Stanphyl Capital letter to investors for the month ended June 30, 2020, discussing their short thesis for Tesla Inc (NASDAQ:TSLA). Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett in PDF.Stanphyl Capital @StanphylCap. The title's all yours now, Elon! Quote Tweet *Walter Bloomberg @DeItaone ...

December 2019 is out Dropbox - Stanphyl Capital Letter - December 2019.pdf - Simplify your life December: -11.4% And for the year: -6.5%. Not bad. I expected him to ...

Mark Spiegel - Stanphyl Capital. Steve Busch - Everglades Resources. Operator. Ladies and gentlemen, thank you for standing by and welcome to the Aviat Networks Fiscal 2020 Second Quarter ...

For August 2019, the fund was up approximately 6.8% net of all fees and expenses. By way of comparison, the S&P 500 was down approximately 1.6%, while the Russell 2000 was down approximately 4.9% ..."This year has been challenging for anyone running significant short positions, even if the fund is overall net long," said Mark Spiegel, portfolio manager at hedge fund Stanphyl Capital.— Stanphyl Capital (@StanphylCap) January 18, 2023 To wit, Ashok Elluswamy, Tesla's Head of Autopilot Software, participated in a July 2022 deposition in relation to a fatal accident back in 2018.Apr 1, 2022 · Stanphyl Capital’s commentary for the month ended March 31, 2022, discussing their short position in Tesla Inc (NASDAQ:TSLA).. We remain short the biggest bubble in modern stock market history, Tesla Inc. (TSLA) which, despite a steadily sliding share of the world’s EV market and a share of the overall auto market that’s only around 1.5%, Trevor Scott points out has a market cap roughly ... STANPHYL CAPITAL PARTNERS LP: Street Address 1 Street Address 2; 300 EAST 77TH STREET: UNIT 18B: City State/Province/Country ZIP/PostalCode Phone Number of Issuer; NEW YORK: NEW YORK: 10075 (917) 579-1884: 3. Related Persons. Last Name First Name Middle Name; Stanphyl Capital GP, LLC-Street Address 1Spiegel said Stanphy Capital’s fund finished 2021 up 25.9% for the year, just shy of the 28.7% gain of the SPDR S&P 500 ETF Trust SPY . Benzinga’s Take: Spiegel …Sep 23, 2020 · Stanphyl Capital says Tesla is the ‘biggest single stock bubble’ and may go to zero. The firm has been betting against Tesla since 2014 and lost more than $1 million shorting the stock. Despite a slump last week, Tesla stock remains up more than 50% year-to-date. Tesla (TSLA) perma-bear Mark Spiegel unleashed yet another brutal assessment ...

Tesla Motors Inc., SolarCity Corp. and Space Exploration Technologies Corp., known as SpaceX, together have benefited from an estimated $4.9 billion in government support, according to data ...Stanphyl Capital’s commentary for the month ended August 31, 2023, discussing their short position in Tesla Inc (NASDAQ:TSLA). Table of Contents Show Tesla’s CFO Departs. The big August news from Tesla was the sudden and unexplained ...Stanphyl Capital's letter to investors for the ended June 30, 2019, discussing the core points of their Tesla short thesis. Stanphyl Capital's letter to investors for ...StanphylCap: 1) With 84% of S&P 500 companies having reported as of February 15th, Q4 GAAP earnings came in at just $38.38/share, which annualizes to ...Stanphyl Capital Partners LP Stanphyl Capital Partners LP Stanphyl Capital Partners LP. More. Deep-value equity & macro long-short investingStanphyl Capital January 2022 Commentary. By Jacob Wolinsky. Published on Feb 2, 2022, 11:46 am. Behind-the-scenes hedge fund info & fund shareholder letters- …

Q4 2019 Letters & Reports. Investment Firm. Date Posted. Earnest Capital Memo. January 4. JPM Guide to the Markets. January 4. Morgan Stanley 2020 Outlook. January 6.Submitted by QTR's Fringe Finance. Friend of Fringe Finance Mark B. Spiegel of Stanphyl Capital released his most recent investor letter last week, with his updated take on the market’s valuation and Tesla. Mark is a recurring guest on my podcast (and will be coming back on again soon hopefully) and definitely one of Wall Street’s iconoclasts.

And his Stanphyl Capital hedge fund — already tiny to begin with — has lost almost 50 percent of its capital over the past four years as Spiegel took one of the biggest, and certainly most ...08-Aug-2018 ... Hedge fund manager and long-time Tesla bear Mark Spiegel, at Stanphyl Capital, said no one believed Mr Musk could secure funding to take the ...Stanphyl Capital letter to investors for the month ended June 30, 2020, discussing their short thesis for Tesla Inc (NASDAQ:TSLA). Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett in PDF.But Stanphyl Capital’s Mark Spiegel, in a recent letter to investors highlighted on the ValueWalk blog, reiterated the anti-Tesla thesis that he’s been... Master your money. Subscribe to ... Total Staff. Established in Q2 2011 by equity investor Mark Spiegel, Stanphyl Capital Partners is a New York-based hedge fund manager focused on deep-value equity and macro investing. The firm manages Stanphyl Capital Partners, a long/short equity fund utilizing a concentrated portfolio of US-listed, public equities.Stanphyl Capital. Behind-the-scenes hedge fund info & fund shareholder letters- Get 46% off for Black Friday & Cyber Monday, and start FREE for 7 days. S&P 500 Continues The Short Squeeze. A Beginner’s Guide To Buying And Selling Savings Bonds. Related Articles.Spiegel said Stanphy Capital’s fund finished 2021 up 25.9% for the year, just shy of the 28.7% gain of the SPDR S&P 500 ETF Trust SPY . Benzinga’s Take: Spiegel …Stanphyl Capital's Performance For December 2021 the fund was up approximately 15.3% net of all fees and expenses. By way of comparison, the S&P 500 …Stanphyl Capital's Performance For December 2021 the fund was up approximately 15.3% net of all fees and expenses. By way of comparison, the S&P 500 …

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Jan 4, 2023 · Jan 4. 36. 10. Friend of Fringe Finance Mark B. Spiegel of Stanphyl Capital released his most recent investor letter last week, with his updated take on the market’s valuation and Tesla. Mark is a recurring guest on my podcast (and will be coming back on again soon hopefully) and definitely one of Wall Street’s iconoclasts.

Mark Spiegel - Stanphyl Capital. Steve Busch - Everglades Resources. Operator. Ladies and gentlemen, thank you for standing by and welcome to the Aviat Networks fiscal 2020 fourth quarter ...March 29, 2019. Friends and Fellow Investors: For March 2019, the fund was up approximately 5.5% net of all fees and expenses. By way of comparison, the S&P 500 was up approximately 1.9% while the ...(This is NOT trading advice, blah, blah, blah... I'm just telling you what *I'm* doing, and if I'm somehow wrong I'll stop it out.)In 2022, venture capital investments in the United States hit an estimated $240.9 billion. Most people assume that those funds solely go to startups, particularly those operating in the tech sector.Investor's Corner Tesla stock stays resilient amid NYT’s TSLA short-seller-centered piece, Lucid Motors’ $1B Saudi-backed fundingStanphyl Capital @StanphylCap "Progressives Convinced Us to Get a Gun: It’s hypocritical to urge Americans to disarm while also failing to protect them from surging crime rates."This Fed Will Be Behind The Inflation Curve For "At Least A Decade": Mark Spiegel. Friend of Fringe Finance Mark B. Spiegel of Stanphyl Capital released his most recent investor letter last week, with his updated take on the market’s valuation and Tesla. Mark is a recurring guest on my podcast and definitely one of Wall Street’s iconoclasts.Stanphyl Capital commentary for the month of November 2020, discussing Tesla‘s market cap and its S&P 500 inclusion. Get The Full Series in PDF Get the entire 10-part series on Charlie Munger in PDF.3 Stanphyl Capital Management LLC Stanphyl Capital GP, LLC Stanphyl Capital Partners LP automakers have enough EVs of their own) and a $43 million one-time D&O insurance payment received to compensate the company for its directors’ complicity in the self-dealing SolarCity buyout, Tesla would have reported just $77 million in pre-tax income ...In 2022, venture capital investments in the United States hit an estimated $240.9 billion. Most people assume that those funds solely go to startups, particularly those operating in the tech sector.Deep-value equity & macro long-short investingWe would like to show you a description here but the site won’t allow us.

Dec 30, 2022 · Mark manages Stanphyl Capital, established in 2011, a deep-value equity & macro long-short investing fund based in New York City. Mark can be reached at [email protected] or at @StanphylCap on Twitter. Disclaimer: This letter was not reproduced in full. I may own Tesla call and put options and may be long/short TSLA and or any names ... From 1964 to 2022, his company Berkshire Hathaway Inc. (NYSE:BRK) delivered an overall gain of 3,787,464%, dwarfing the S&P 500's 24,708% return during the same period. Other than picking stocks ...STANPHYL CAPITAL PARTNERS LP: Street Address 1 Street Address 2; 300 EAST 77TH STREET: UNIT 18B: City State/Province/Country ZIP/PostalCode Phone Number of Issuer; NEW YORK: NEW YORK: 10075 (917) 579-1884: 3. Related Persons. Last Name First Name Middle Name; Stanphyl Capital GP, LLC-Street Address 1STANPHYL CAPITAL PARTNERS LP: Street Address 1 Street Address 2; 300 EAST 77TH STREET: UNIT 18B: City State/Province/Country ZIP/PostalCode Phone Number of Issuer; NEW YORK: NEW YORK: 10075 (917) 579-1884: 3. Related Persons. Last Name First Name Middle Name; Stanphyl Capital GP, LLC-Street Address 1Instagram:https://instagram. fidelity freedom index 2030fconxamazon future stock priceambetter sunshine health reviews 1) With 84% of S&P 500 companies having reported as of February 15th, Q4 GAAP earnings came in at just $38.38/share, which annualizes to $153.52. A 16x multiple on that would put the S&P at just 2456. TTM GAAP = $171.52. 16x that = 2744. 2) If you prefer "operating earnings," Q4 is coming in at $49.73 = $198.92 annualized.Feb 3, 2020 · Mark Spiegel, managing member of Stanphyl Capital, will maintain a short bet against Tesla despite the bumper run for the stock but has capped the position to 5 per cent of the portfolio. He ... best platform for chart analysisbest stock to buy under dollar10 Personal Capital is a useful financial management tool, but is you money safe and secure? Find out what security measures are taken with your data. Personal Capital is a useful financial management tool, but is you money safe and secure? Fi... emerging markets ex china etf Log in. Sign up3 Stanphyl Capital Management LLC Stanphyl Capital GP, LLC Stanphyl Capital Partners LP automakers have enough EVs of their own) and a $43 million one-time D&O insurance payment received to compensate the company for its directors’ complicity in the self-dealing SolarCity buyout, Tesla would have reported just $77 million in pre-tax income ...Mark manages Stanphyl Capital, established in 2011, a deep-value equity & macro long-short investing fund based in New York City. Mark can be reached at [email protected] or at @StanphylCap on Twitter. Disclaimer: This letter was not reproduced in full. I may own Tesla call and put options and am short TSLA.