ARKK is today’s equivalent of the Internet bubble funds of 1999-2000: Shortseller
Stanphyl Capital’s commentary for the month of March 2021, discussing selling their long position in NASDAQ:EVOL long position. Q4 2020 hedge fund letters, conferences and more Friends and Fellow Investors: For March 2021 the fund was up approximately 5.1% net of all fees and expenses. By way of comparison, the S&P 500 was up 4.4% while the Russell 2000 was up 1.0%. Year-to-date 2021 the fund is up 19.5% net while the S&P 500 is up 6.2% and the Russell 2000 is up 12.7%. EVOL Long Position SoldWe had a decent March because our shorts went down a bit (although they were down a hell of a lot more...