Value investor with some opinions. Registered Independent. I mock BOTH parties... especially YOURS. My name is Mark B. Spiegel. StanphylCap.com

This is now my "pinned tweet."
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Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
Larry Ellison pledged $9.2bn in shares to a new personal loan. Can’t imagine the interest rate is great on them given the climate. Oracle shareholders are not gonna love a margin loan at a stock price that’s already shaky
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Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
7.4% through 2049 if anyone wants a piece of data center debt kinda backed by Meta...
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Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
The market has given up: there is no more breadth - 9th day in a row of more 52 week lows than highs
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Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
Anthropic’s 7 co-founders reportedly own ~14% of the company, roughly 2% each. They’re seeking 50.1% of the voting power. This kind of control has precedent, but those founders generally came public owning much more of their companies. Page and Brin owned ~32% of Google at IPO, Zuckerberg ~28% of Facebook, and Spiegel and Murphy ~36% of Snap. They all still have majority voting control. (For context, a recent dataset of 79 dual-class VC-backed IPOs shows only 15% gave the CEO majority voting power, with a median voting power of 18%.) Then Anthropic adds another layer: Long-Term Benefit Trust, an "independent group" created to protect the company’s public-benefit mission, owns zero equity but can still elect a majority of the board. The Trust has roots in the Effective Altruism/AI safety world. Needless to say, controversial. So public investors may own ~86% of the economics while the founders control the shareholder vote and a "mission-driven trust" controls the board. Hard to believe this structure doesn’t cost Anthropic some multiple.
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Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
A growing wall of US corporate debt is set to mature from 2027, putting pressure on companies to refinance borrowings raised at ultra-low interest rates during the pandemic. reuters.com/legal/transactio…
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If THIS is the "pre-reveal" then what was the giant event you scammers held NINE YEARS AGO?
Tesla Semi Pre-Reveal Revealed! Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event. They have added branding to several Tesla new generation semis. Including: Pepsico US Foods Einride LTS Nevoya OK Produce ABF Freight DHL WattEV IMC Logistics HMD Some of these we knew about and some are previously unknown. @tesla_semi @danWpriestley
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I have no idea if he is or isn't, but this is what he said the day before he invaded Ukraine.
PUTIN: RUSSIA IS NOT PREPARING FOR ANY HOSTILITIES WITH EUROPE - IFX
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Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
So nothing was accomplished
CHINA, U.S. AGREE TO BUILD CONSTRUCTIVE RELATIONSHIP OF STRATEGIC STABILITY BASED ON RESPECT, FAIRNESS AND RECIPROCITY - XINHUA CHINA, U.S. AGREE TO BUILD A CONSTRUCTIVE RELATIONSHIP OF STRATEGIC STABILITY -XINHUA
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It's funny how Iran denies these stories so QUICKLY. It's almost as if THEY are the ones playing the markets around them; i.e., getting long before the fake "deal leaks," then selling the pops and getting short, then quickly denying the original leaks and covering.
And the denial: SENIOR IRANIAN OFFICIAL SAYS HORMUZ WILL REMAIN CLOSED, NO NUCLEAR TALKS WITH US UNTIL IRAN'S CONDITIONS ARE MET: RTRS
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Good thing Trump never fails to mention this every time he says "Iran," including at the UN this week!
🔴 Senior Iranian Official: Iran will make no concessions on its nuclear program.
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"Breaking news"... ...from 10 years ago, and pretty much every year since.
CHINA, U.S. AGREE TO BUILD CONSTRUCTIVE RELATIONSHIP OF STRATEGIC STABILITY BASED ON RESPECT, FAIRNESS AND RECIPROCITY - XINHUA CHINA, U.S. AGREE TO BUILD A CONSTRUCTIVE RELATIONSHIP OF STRATEGIC STABILITY -XINHUA
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Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
Watch @Tesla self-driving v14.3.5 in Australia try to overtake a car with another vehicle approaching, forcing the driver to hit the brakes! @ElonMusk's self-driving software is as dangerous down under as it is in the US. It must be banned.
Chris Meder
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Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
Governor Hochul calls Netanyahu’s criticism of Mamdani a “smear.” I went to synagogue for the High Holidays this week. Getting in felt like going through TSA security. That’s what Jewish New Yorkers are living with. Hochul’s worried about Mamdani’s reputation. I’m worried about why my synagogue needs that kind of security.
NY Gov. Hochul accuses Netanyahu of smearing Mamdani: 'Not telling the truth' trib.al/zUYRDKY
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Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
The bike lobbyists are really mad because this bicycle rider had to pay attention and then slow down to a stop for a truck making a turn. Just like literally everyone else who uses the road has to do sometimes. The entitlement is off the charts with these people. This is a city, and in a city we all have to deal with certain minor inconveniences. Yet these people invariably throw a tantrum when presented with any slight delay for completely normal city things, like the presence of other humans who are not also riding bicycles.
How @emily_lip almost got "right hooked" by a truck driver in Queens last week — days before a girl was killed by a truck driver in Manhattan on Friday.
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Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
This is insane. A Persian student at UMich just asked Abdul El-Sayed the question every Democrats runs from. “Do you stand WITH US against the IRGC?” The regime that hangs protesters, funds Hamas, and chants death to America. El-Sayed wouldn’t say yes. He hid behind “freedom and democracy” and “America shouldn’t topple governments.” A U.S. Senate candidate. Asked by a kid whose family was hunted by the IRGC. And he still couldn’t pick a side. In a sane country, this would end his campaign immediately.
Drop Site
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Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
The entire point of these protests is to get a photo for Instagram because they know there are no real consequences. In Iran you protest for your life and face execution and these people don't even support them.
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"I think" I've heard this after EVERY Trump-Xi meeting... ...and yet somehow China never buys everything it promises to buy.
Trump on Xi Visit: I think our farmers will be very happy .
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Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
Terrible to see all these ambassadors to the UN walk out on Israel. Not nearly as many walked out on Iran yesterday — even after they machine gunned 40,000 of their own people.
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Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
Replying to @StanphylCap
Another muskrat lie
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