arkk
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Whitney Tilson’s email to investors discussing God, money, YOLO: how Cathie Wood found her flock; the perils of investor overconfidence. Q2 2021 hedge fund letters, conferences and more How Cathie Wood Found Her Flock1) I read this recent New York Times article with great interest: God, Money, YOLO: How Cathie Wood Found Her Flock. Excerpt: As Tesla (TSLA) struggled with production problems, dwindling cash, and an erratic Mr. [Elon] Musk in 2018, Ms. Wood gave a full-throated defense of the company, her largest single holding. That began an unlikely mind meld between Ms. Wood and the new gener...
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Stanphyl Capital commentary for the month ended December 31, 2020, discussing the changes to their short book, replacing QQQ with ARKK and a new position in Spok Holdings Inc (NASDAQ:SPOK). Q3 2020 hedge fund letters, conferences and more Friends and Fellow Investors: December 2020 PerformanceFor December 2020 the fund was up 1.1% net of all fees and expenses. By way of comparison, the S&P 500 was up 3.8% while the Russell 2000 was up 8.7%. For 2020 the fund finished down 11.5% while the S&P 500 was up 18.4% and the Russell 2000 was up 20.0%. Since inception on June 1, 2011 the fund is up 36.1...
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