Stanphyl capital.

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 …Stanphyl lost 12.7 percent in 2017 and 17.7 percent in 2018. But the Tesla short has been turning Spiegel’s way. While Tesla shares had a 8 percent runup in July, they’d still fallen 27 ...Stanphyl Capital’s commentary for the month ended May 31, 2022, discussing their short position in Tesla Inc (NASDAQ:TSLA).. The latest on Tesla… In May Business Insider published a heretofore unknown story about Elon Musk paying $250,000 to settle a sexual harassment case brought by a flight attendant on one of his “global …Stanphyl Capital letter to investors for the month ended August 31, 2022, discussing their short thesis for Tesla Inc (NASDAQ:TSLA). It’s becoming increasingly obvious that the Tesla “hypergrowth” story is over. Here are the company’s most recent quarterly deliveries: Q4 ‘21: 309,000. Q1 ‘22: 310,000Stanphyl 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 ...

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 @StanphyCap Value investor with some opinions. Registered Independent. I respect data, not political correctness. My name is Mark B. …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 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 · 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 Letter - December 2016. Stanphyl Capital Letter - December 2016. superinvestorbulleti. Soportes de ...We would like to show you a description here but the site won’t allow us. NASA satellite data has shown that anywhere from 10 to 40 percent of improvements in key U.S. crop yields since 1940 could potentially be attributed to increased atmospheric carbon dioxide due to ...

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 Letter - December 2016. Stanphyl Capital Letter - December 2016. superinvestorbulleti. Soportes de ...

Jan 4, 2023 · 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,... 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."Cathie Wood Challenges The Hype: Is Nvidia Really The Only AI Play?" https://benzinga.com/analyst-ratings/analyst-color/23/05/32621496/cathie-wood-challenges-the ...“This isn’t only about Musk,” said Mark B. Spiegel, a managing partner at Stanphyl Capital, which has a large position shorting Tesla. “It’s about a terrible capital structure, because ...Mark sounds off in his latest letter about the state of the Fed trying to catch up to inflation and his neverending Tesla short.

Feb 16, 2022 · 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 ... Nov 28, 2021 · 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 ... Mark Spiegel is the Managing Member and Portfolio Manager of Stanphyl Capital Partners. His diverse experiences banking public companies, working for a ...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.NASA satellite data has shown that anywhere from 10 to 40 percent of improvements in key U.S. crop yields since 1940 could potentially be attributed to increased atmospheric carbon dioxide due to ..."That growth story's over before the massive luxury electric competition arrives, which happens in like 12 to 18 months," said Stanphyl Capital Management's Mark Spiegel, who is short the stock.

Stanphyl Capital Management is short on Tesla, calling it the 'biggest single stock bubble in this whole bubble market.' Stanphyl remains short on Tesla, given its 'extremely untrustworthy' CEO ...

Adventures in Finance 40 - Electric Shock: The Shifting Sands Beneath Elon Musk & Tesla. Amidst a shift in the narrative surrounding Tesla after a series of production issues and mounting losses, Mark B. Spiegel of Stanphyl Capital Partners makes the bear case for the electric car manufacturer and explains why increasing competition from a series of luxury …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,...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 …(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.)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.Mark Spiegel has been bearish on Tesla since late 2013 and his conviction on the stock has made it the biggest position in the Stanphyl Capital Management short book. Mark pulls no punches as he goes beyond the hype to pick apart Tesla’s balance sheet and new model roll out plans, as competition heats up, in an illuminating short …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 ...

Stanphyl Capital letter to investors for the month ended August 31, 2022, discussing their short thesis for Tesla Inc (NASDAQ:TSLA). It’s becoming increasingly obvious that the Tesla “hypergrowth” story is over. Here are the company’s most recent quarterly deliveries: Q4 ‘21: 309,000. Q1 ‘22: 310,000

Stanphyl Capital on Twitter: "Lol! https://t.co/cw83oeB6L0" / Twitter ... “Lol!”

Stanphyl Capital Letter - December 2016. Stanphyl Capital Letter - December 2016. superinvestorbulleti. Soportes de ...(In other words, for the full year 2023 Tesla will be lucky to earn $3/share.) Thus, Tesla is no longer a “growth” company unless you define “growth” as declining earnings.. Most disturbingly for Tesla bulls, despite those 11% average price cuts vs. Q4, at 1.8 million units the company is only guiding to 11% more delivery volume vs. Q4’s …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 ...We would like to show you a description here but the site won’t allow us. Aug 15, 2016 · NEW YORK --Stanphyl Capital's managing member and portfolio manager Mark Spiegel joined CNBC's "Closing Bell" on Monday to explain why he is short Tesla - Get Free Report and why he says Elon Musk ... "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 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’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. Save it to your desktop, read it on your tablet, or email to your colleagues.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 ...We would like to show you a description here but the site won’t allow us. 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."

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 ...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. 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.Instagram:https://instagram. modelo beer owned byzoetuscan i pull equity out of my house without refinancingunusual options activity today 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. 5 year bond yieldgeorgias landing 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. rare steel penny Oct 11, 2022. 33. 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 February letter to investors on why Elon Musk’s automaker is in trouble. For example, Tesla Inc. (NASDAQ:TSLA)’s charging network is facing massive competition – and many other reasons the stock is a short.— 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.