Stanphyl capital.

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 …Apr 2, 2023 · — 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 ... May 18, 2022 · Stanphyl Capital @StanphylCap. Plotkin's a real loser for quitting. At one point I was roughly 50% off my high-water mark but never even THOUGHT of quitting. (Of ... 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.

Westell Technologies, Inc. (OTCPK:WSTL) Q3 2020 Earnings Conference Call February 6, 2020 9:30 AM ETCompany ParticipantsJeniffer Jaynes - Interim CFOTim...

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 (@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 ...Deep-value equity & macro long-short investingMark sounds off in his latest letter about the state of the Fed trying to catch up to inflation and his neverending Tesla short.This is a BETA experience. You may opt-out by clicking here. More From Forbes. Nov 23, 2022, 11:10am ESTWe would like to show you a description here but the site won’t allow us.

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.

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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: n/a: Street Address 1 Street Address 2;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.May 18, 2022 · Stanphyl Capital @StanphylCap. Plotkin's a real loser for quitting. At one point I was roughly 50% off my high-water mark but never even THOUGHT of quitting. (Of ... Broadwind Energy (NASDAQ:NASDAQ:BWEN) Q1 2013 Earnings Call May 9, 2013 11:00 AM ETExecutivesJoni KonstantelosPeter C. Duprey - Chief Executive Officer, President and DirectorStephanie K.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 ...Stanphyl Capital Management LLC Stanphyl Capital GP, LLC Stanphyl Capital Partners LP 1 April 29, 2022 Friends and Fellow Investors: For April 2022 the fund was up approximately 20.2% net of all fees and expenses. By way of comparison, the S&P 500 was down 8.7% while the Russell 2000 was down 9.9%. Year to date the fund is upStanphyl 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.

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 company private.Working capital is defined as current assets minus current liabilities. Current assets are assets that will be used within the year, and current liabilities are debts that will be paid off within the year. By itself, the difference between ...With a big chunk of his Stanphyl Capital hedge fund short Tesla, he’s up 12.8 percent for the year — 5.5 percent of that in March alone, according to a letter to investors.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.records show Stanphyl Capital has 8.5 mil in Assets Under Management.. at a 1% management Fee that translates to $85K in revenue.. LOL..why bother. Reply Like (5) ElronMusk. 02 Oct. 2019.With a big chunk of his Stanphyl Capital hedge fund short Tesla, he’s up 12.8 percent for the year — 5.5 percent of that in March alone, according to a letter to investors.

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.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.

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 ...Stanphyl Capital has taken a large short position against Tesla stock, representing about 15% of Stanphyl’s assets under management. Spiegel clarified that he doesn’t expect Tesla stock to decline linearly, but instead views the company as a landmine that could explode at any moment with “company-killing news”, and he wants to make …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 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 …How Peaceful Sweden Became Europe’s Gun-Murder Capital The rise of the Scandinavian equivalent of Pablo Escobar has tracked growing violence in Sweden. …Stanphyl Capital @StanphylCap. Plotkin's a real loser for quitting. At one point I was roughly 50% off my high-water mark but never even THOUGHT of quitting. (Of ...Stanphyl Capital @StanphyCap Value investor with some opinions. Registered Independent. I respect data, not political correctness. My name is Mark B. …

Now, factor in what you could do environmentally (or perhaps for medical care) with the average $10,000/car saved by buying a 50mpg hybrid vs. a BEV!

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 …

Friend of Fringe Finance Mark B. Spiegel of Stanphyl Capital released his most recent investor letter on March 31, 2023, with his updated take on the market’s valuation and Tesla.— Stanphyl Capital (@StanphylCap) December 19, 2022. ... the company has utterly eviscerated shareholder value to raise new capital that equates to just 3.24 percent of its debt load (as of ...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’s commentary for the month ended March 31, 2023, discussing their short position in Tesla Inc (NASDAQ:TSLA).. Tesla kicked off 2023 with massive, margin-destroying January price cuts worldwide (on top of large cuts in Q4 2022) and then cut them again in March (on the Models 3&Y in Europe and the S&X in the …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 share ...I'd love to see the condition of those "data logs" you claim to have...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.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 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 ...May 18, 2022 · Stanphyl Capital @StanphylCap. Plotkin's a real loser for quitting. At one point I was roughly 50% off my high-water mark but never even THOUGHT of quitting. (Of ... We would like to show you a description here but the site won’t allow us.In fact, according to Stanphyl Capital's Mark Spiegel, “Tesla's interest expense is now at a run-rate of nearly $600 million a year, which in Q4 amounted to ...Instagram:https://instagram. good financial magazinesreal estate crowdfunding investmentmsft dividend datesstocks with buy rating 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 ... best trading computercan you get motorcycle insurance for just summer months 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.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 ... investors edge cibc 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 ...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 …Still, Lamborghini’s recent profit gains -- including a 31.9% operating margin in the first half of this year -- make a solid case for a stock-market listing, said Michael Dean, an analyst at ...