Stanphyl capital.

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,...However, Stanphyl reported a full-year return of 25.9% in 2021, suggesting Spiegel seemingly managed the fund well enough overall to nearly completely offset his …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.This week marks the one-year anniversary of Cathie Wood's ARK Innovation ETF (NYSE:ARKK) hitting its all-time high of $159.70 in February 2021. Since that peak, the ARKK fund's performance has ...For example, seven years ago, I wrote about Mark Spiegel, founder of $9 million (assets under management) hedge fund Stanphyl Capital Partners, who was betting on a decline in Tesla’s stock price.

Stanphyl Capital Performance. For February 2021 the fund was up 12.8% net of all fees and expenses. By way of comparison, the S&P 500 was up 2.8% while the Russell 2000 was up 6.2%. Year-to-date 2021 the fund is up 13.7% net while the S&P 500 is up 1.7% and the Russell 2000 is up 11.6%.Jul 6, 2022 · Stanphyl Capital commentary for the month ended June 30, 2022. Friends and Fellow Investors: For June 2022 the fund was down approximately 1.3% net of all fees and expenses. By way of comparison, the S&P 500 was down 8.3% and the Russell 2000 was down 8.2%. Year to date the fund is up approximately 36.8% net of all fees and expenses.

This week marks the one-year anniversary of Cathie Wood's ARK Innovation ETF (NYSE:ARKK) hitting its all-time high of $159.70 in February 2021. Since that peak, the ARKK fund's performance has ...

Submitted by QTR's Fringe Finance. Friend of Fringe Finance Mark B. Spiegel of Stanphyl Capital released his most recent investor letter on May 31, 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 …Stanphyl Capital’s commentary for the month ended August 31, 2021, discussing their short position in Tesla Inc (NASDAQ:TSLA). Get The Full Henry Singleton Series in PDF Get the entire 4-part series on Henry Singleton in PDF.Stanphyl Capital’s commentary for the month ended October 31, 2022, discussing their short position in Tesla Inc (NASDAQ:TSLA).. The Tesla “hypergrowth” story is over. Here are the company’s most recent quarterly deliveries: Q4 ‘21: …Mark Spiegel of Stanphyl Capital, a small New York hedge fund, pitched a short against Elon Musk's Tesla at the Robin Hood Investors Conference.WhaleIndex 100 - v2.0. The WhaleIndex ® tracks the highest-conviction stocks held by leading hedge fund managers. It is a long-only index that tracks the 100 most commonly held stocks disclosed on the quarterly 13F regulatory filings of consistently successful managers. The index is equal-weighted and rebalanced on a quarterly basis …

Stanphyl Capital Management LLC Stanphyl Capital GP, LLC Stanphyl Capital Partners LP 2 Yes, the recession has been delayed (primarily due to “labor hoarding” as The Wall Street Journal noted in a front-page article two days ago), but employment is a trailing indicator and the recession will soon arrive for the following reasons:

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 1

Stanphyl Capital’s commentary for the month of March 2021, discussing selling their long position in NASDAQ:EVOL long position. Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett in PDF.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. @StanphylCap. ·. Sep 29, 2022. So far the funniest text in the entire Mr. Fraudsperger's "Twitter case" is the one from that douchebag Jason kissing his ass, lol! That guy is just HILARIOUSLY pathetic! Stanphyl Capital Retweeted. Stanphyl Capital. @StanphylCap.Spiegel’s fund, Stanphyl Capital Management, was battered in 2019, and a good part of it was due to the firm’s short position against Tesla. After releasing a report to his clients where he ...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. I read every letter he publishes and only recently thought it would be a great ...Yeah, I was about to add Tesla's response. We'll see. Tesla denied China price cuts in Sept., then cut prices a few weeks later. Perhaps Tesla won't cut output.Stanphyl 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."

Stanphyl Capital. Partners. JES STALEY. Bluemountian Capital. Management. ALIX STEEL. Bloomberg Television. BARRY S. STERNLICHT. Starwood Capital Group. ANDY ...A Lousy Business. Meanwhile, Tesla remains a lousy business. In its Q3 earnings report the company claimed it made around $1.3 billion in free cash flow (defined as operating cash flow less capex). However, this number appears to be entirely due to working capital adjustments and not from the business itself.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.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 …Stanphyl Capital’s commentary for the month ended April 30, 2021, 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 …Lantronix (NASDAQ:NASDAQ:LTRX) Q3 2015 Results Earnings Conference Call April 29, 2015 5:00 AM ETExecutivesKurt Busch - President and CEOJeremy Whitaker - CFOE.E.

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 mentioned.

Stanphyl Capital Management invests in public equity markets. The fund also employs long/short strategy to make its investments. For April 2019 the fund was up approximately 2.9% net of all fees ...One of the most notorious short sellers is Mark Spiegel, the founder of Stanphyl Capital Partners, which appears to have bet the house on Tesla failing.Feb 2, 2022 · For January 2022 and year to date the fund was up approximately 11.1% net of all fees and expenses. By way of comparison, the S&P 500 was down 5.2% while the Russell 2000 was down 9.6%. Since inception on June 1, 2011 the fund is up 90.4% net while the S&P 500 is up 315.4% and the Russell 2000 is up 176.0%. Mark Spiegel Managing Member at Stanphyl Capital. Mark Spiegel is the Managing Member and Portfolio Manager of Stanphyl Capital Partners. His diverse experiences banking public companies, working for a public company, and securing real estate for a variety of companies combine to provide real-world insight for investors.Margin-Destroying Price Cuts. Tesla kicked off 2023 with massive, margin-destroying price cuts worldwide (on top of large cuts in Q4 2022), and while this will undoubtedly generate more sales, 2023’s roughly 12% ASP cut vs. Q4, combined with 2023 production (and, we’ll generously assume, delivery) guidance of 1.8 million cars mean …Stanphyl Remains Short Tesla. We remain short the biggest bubble in modern stock market history, Tesla Inc. (TSLA), which currently has a diluted market cap of nearly $770 billion, 85% of the $903 billion (non-diluted) combined market caps of Toyota ($251 billion), VW ($166 billion), Daimler ($96 billion), GM ($82 billion), BMW ($66 …Westell Technologies, Inc. (OTCPK:WSTL) Q3 2020 Earnings Conference Call February 6, 2020 9:30 AM ETCompany ParticipantsJeniffer Jaynes - Interim CFOTim...

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. …

Still, Tesla permabears like Mark Spiegel’s Stanphyl Capital are hurting this year. Stanphyl was down more than 35 percent in the first half, which Spiegel said in a letter to investors was ...

Apr 14, 2021 · Stanphyl Capital @StanphylCap. The title's all yours now, Elon! Quote Tweet *Walter Bloomberg @DeItaone ... (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.)Second quarter 2015: $22.80. It’s thus plausible that S&P earnings may have stabilized ( or maybe not ), and if they’ve stabilized with bond yields in the bubble they’re in, I’m not certain that the multiple placed on those earnings can’t become more generous to the point of even greater absurdity.Friend of Fringe Finance Mark B. Spiegel of Stanphyl Capital released his most recent investor letter yesterday 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.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 GP, LLC-Street Address 1 Street Address 2; 300 East 77th Street, Unit 18B: City State/Province/Country ZIP/PostalCode; New York: NEW YORK: 10075 ...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 ...Friend of Fringe Finance Mark B. Spiegel of Stanphyl Capital released his most recent investor letter on February 28, 2023, 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.Stanphyl Capital said that Tesla does not has any “moat” and called it a “busted growth story.” The fund also said that Tesla will lose money from the middle of this year. Stanphyl Capital ...

However, Stanphyl reported a full-year return of 25.9% in 2021, suggesting Spiegel seemingly managed the fund well enough overall to nearly completely offset his …Jan 4, 2023 · In Stanphyl’s December letter to investors, Spiegel discussed his bearish take on Tesla and revealed just how much his Tesla short position impacted Stanphyl’s full-year returns in 2022. 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 ...Instagram:https://instagram. trphxare steel pennies from 1943 worth anythingliontown resources stockbest mortgage broker nyc May 7, 2021 · Mark Spiegel’s Stanphyl Capital is coming back from the depths of its Tesla-short-induced misery. This year, the hedge fund is up 19.6 percent through April, bouncing back from a disastrous 2020,... May 2, 2023 · In April, Stanphyl Capital was up 7.1 percent net of all fees and expenses while the S&P 500 was up 1.6 percent and the Russell 2000 fell 1.8 percent. Year-to-date, however, the fund is still down ... nyfangwethepeople.wine Jan 3, 2022 · Despite the losing Tesla short position, Spiegel thanked Wood in the letter for a “halfway-decent year” overall for Stanphyl. Spiegel said Stanphy Capital’s fund finished 2021 up 25.9% for ... genesis healthcare inc This week marks the one-year anniversary of Cathie Wood's ARK Innovation ETF (NYSE:ARKK) hitting its all-time high of $159.70 in February 2021. Since that peak, the ARKK fund's performance has ...— Stanphyl Capital (@StanphylCap) April 2, 2023 In order to combat growing demand weakness, Tesla has aggressively slashed the prices of its EVs in recent weeks, sacrificing its industry-leading ...