Webb6 juli 2024 · Stanphyl Capital commentary for the month ended June 30, 2024. For June 2024 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. By way of … Webb16 jan. 2024 · Stanphyl Capital @StanphylCap. Replying to @IBD_ECarson. and @TSLAFanMtl. How would "selling in China with no profit" "be okay" when the domestic China market is responsible for 30% of its worldwide sales??? And as you note re ROW price slashing vs. "selling worldwide at high margins," sure, if my aunt had balls she'd be …
Stanphyl Capital December 2024 Commentary: Stocks Are Very …
Webb3 feb. 2024 · In Stanphyl’s January letter to investors, Spiegel discussed his bearish take on Tesla and how he is using long positions in General Motors Company GM and Volkswagen VWAPY as the long end of an ... WebbMark B. Spiegel is the Managing Member & Portfolio Manager of Stanphyl Capital Partners (founded in 2011) and is a New York based equity investor. From late 2003 through early … offspring winnipeg tickets
Stanphyl Capital June 2024 Commentary - ValueWalk - sharewise
WebbStanphyl Capital on Twitter: "$TSLA's German plant is now making 1000 more cars/week, so they're holding the China plant at 1000 FEWER cars/week. See the "growth story … Webb18 mars 2024 · Stanphyl Capital @StanphylCap · Mar 18 Powell is the fucking moron who maintained $120 billion/mo of QE + ZIRP *concurrent” with 7% CPI! NEVER underestimate the stupidity (as in “lack of common sense”) of ANYONE currently (or in the last 20 years) at the Federal Reserve. Quote Tweet Santiago Capital @SantiagoAuFund · Mar 18 Webb24 okt. 2024 · Stanphyl Capital on Twitter: "It's absolutely astounding that on 9/30 $TSLA had capitalized "Construction in progress" on its balance sheet of $4.5 billion, despite … offspring with corresponding %