Stanphyl capital.

Jul 18, 2022 · 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’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.Stanphyl Capital @StanphylCap Ahead of tomorrow's CPI I'll again point out that when the 2000 bubble burst and Nasdaq was -83% & the S&P was -50% through 2002, CPI was just 3.4% in 2000, 2.8% in 2001 &1.6% in 2002, and the Fed was CUTTING.Stanphyl Capital’s commentary for the month ended May 31, 2023, discussing their short position in Tesla Inc (NASDAQ:TSLA).. In late-May leaked documents revealed that Tesla has conducted an egregious, multi-year cover-up of deadly safety problems caused by its (so-called) “Autopilot/Full Self-Driving” system, as well as sudden …

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 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. "There's a huge disconnect between sluggish corporate earnings accompanied by increasingly tight monetary policy versus stock prices."

The capital letters “H,” “I,” “N,” “O,” “X,” and “Z” have point symmetry. The letters “H,” “I,” “O” and “X” have both point and line symmetry.Mark Spiegel of hedge fund Stanphyl Capital believes that there's a bubble in growth/tech stocks. In his recent investor ... and was named a Baker Scholar. Whitney spent nearly 20 years on Wall Street, during which time he founded and ran Kase Capital Management, growing assets under management from $1 million at inception to a peak …Stanphyl Capital @StanphylCap Hollywood's biggest stars to their personal assistants: "After you get me my organic soy latte, I need you to spend the day walking that picket line.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.— Stanphyl Capital (@StanphylCap) June 9, 2023 Of course, to Tesla’s detractors, this strategy is a misstep. However, the deal does offer some financial incentives to the EV giant.

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 …

Although my presentation is called Tesla is a Zero, I actually think that because of the debt, the equity in Tesla Motors is worth less than 0

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 1Although my presentation is called Tesla is a Zero, I actually think that because of the debt, the equity in Tesla Motors is worth less than 0Friend 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.If you’re a fan of live music and entertainment, then you’ve probably heard of Capital FM Live. This popular event has been attracting music lovers from all over the world for years.Adjusting for these factors, Tesla had GAAP earnings for the quarter that were at least $1/share lower than the posted $2.86, and annualizing that realistic $1.86/share to $7.44 means that at April’s closing price Tesla (on a no-growth quarter) had a PE ratio of around 117 vs. an industry-wide figure of less than 10.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 …Adjusting for these factors, Tesla had GAAP earnings for the quarter that were at least $1/share lower than the posted $2.86, and annualizing that realistic $1.86/share to $7.44 means that at April’s closing price Tesla (on a no-growth quarter) had a PE ratio of around 117 vs. an industry-wide figure of less than 10.

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 ...Jul 4, 2020 · Stanphyl Capital letter to investors for the month ended June 30, 2020, discussing their short thesis for Tesla Inc (NASDAQ:TSLA) and other positions in several small-cap stocks. For June 2020 the ... STANPHYL CAPITAL PARTNERS LP 300 EAST 77TH STREET NEW YORK NY 10075 Business Phone: (917) 579-1884 Detailed Profile of STANPHYL CAPITAL PARTNERS LP portfolio of holdings. SEC Filings include 13F quarterly reports, 13D/G events and more.Stanphyl Capital letter to investors for the month ended June 30, 2020, discussing their short thesis for Tesla Inc (NASDAQ:TSLA) and other positions in several small-cap stocks. For June 2020 the ...— 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.

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 approximately $770 billion, nearly 90% of the $891 billion (non-diluted) combined market caps of Toyota ($244 billion), VW ($149 billion), Daimler ($96 billion), GM ($86 billion), …

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,...Tesla (NASDAQ:TSLA) says that its so-called "third generation" Model E (currently due sometime in 2017) will have a base price of $35,000, excluding buyer tax credits and a 200-mile battery range ...Spiegel’s Bearish Take: One of Tesla’s most vocal short sellers has been Stanphyl Capital Partners Managing Member & Portfolio Manager Mark Spiegel. In Stanphyl’s December letter to investors,...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 ..."I hate the guy," Mark Spiegel, founder of Stanphyl Capital, told me late last year. He's been short Tesla for years and said he added to his position after Musk's now infamous "funding secured" tweet. The other side: Musk feels just as strongly about Tesla short sellers and has lashed out at them repeatedly.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 approximately $770 billion, nearly 90% of the $891 billion (non-diluted) combined market caps of Toyota ($244 billion), VW ($149 billion), Daimler ($96 billion), GM ($86 billion), …Deep-value equity & macro long-short investingSpiegel’s Bearish Take: One of Tesla’s most vocal short sellers has been Stanphyl Capital Partners Managing Member & Portfolio Manager Mark Spiegel. In Stanphyl’s December letter to investors,...

Stanphyl 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 ...

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.

Oct 3, 2023 · 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. Stanphyl Capital Management invests in public equity markets. The fund also employs long/short strategy to make its investments. For December 2018, the fund was up approximately 0.3% net of all ...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 ...Sep 16, 2022 · Quote Tweet. CNBC. @CNBC. ·. Sep 16, 2022. LISTEN NOW: Stocks advanced losses into the close and Jim Cramer is helping investors navigate today's market action. Listen and follow the @MadMoneyOnCNBC podcast here or on your favorite podcast platform: cnb.cx/3HLWvGT. 1:59. 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 1Jan 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. Stanphyl Capital @StanphyCap Value investor with some opinions. Registered Independent. I respect data, not political correctness. My name is Mark B. …Jan 4, 2022 · 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%. We would like to show you a description here but the site won’t allow us.Stanphyl Capital letter to investors for the month ended November 30, 2022, discussing their short thesis for Tesla Inc (NASDAQ:TSLA).. Despite big, margin-slashing price cuts in both China and Europe, Tesla delivery wait times worldwide have declined substantially, down to just one week in China while in the U.S. (where Musk’s Twitter …

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.More people than ever are investing. Like most legislation related to taxes, changes to capital gains rates and other policies are often hot-button issues that get investors talking.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...Excerpted from Stanphyl Capital’s October 2020 letter to investors, discussing that there is no China growth story for Tesla. Get The Full Series in PDF. Get the entire 10-part series on Charlie Munger in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues.Instagram:https://instagram. financial planner philadelphiatop money market fundtupperware brands corpmad money recap today For December 2015 Stanphyl Capital was down approximately 1.6% net of all fees and expenses. By way of comparison, the S&P 500 was down approximately 1.6%.How Peaceful Sweden Became Europe’s Gun-Murder Capital The rise of the Scandinavian equivalent of Pablo Escobar has tracked growing violence in Sweden. … best crypto auto trading platformangie's list net worth Quote Tweet. CNBC. @CNBC. ·. Sep 16, 2022. LISTEN NOW: Stocks advanced losses into the close and Jim Cramer is helping investors navigate today's market action. Listen and follow the @MadMoneyOnCNBC podcast here or on your favorite podcast platform: cnb.cx/3HLWvGT. 1:59.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 ... b1bank.com For the first 8 months of 2020 -- year over year -- it was 18%. In other words, Tesla lost 25% global EV market share in 2021 compared to 2020. The global EV industry grew at 114% and Tesla grew at 86% -- all for the first 8 months of 2021, compared to 2020. When you grow at only 86% and the competition grows at 114%, you lose 25% market …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 …