My name is Mark B. Spiegel and I'm the Managing Member of Stanphyl Capital Management LLC. I can be reached at: mark (at) stanphylcap (dot) com. My Twitter feed is @markbspiegel
I am a mechanical engineer full time and a self-taught value investor in my spare time (another full time job). My portfolio is highly concentrated in value stocks with a high margin of safety, or cash, but a small portion of my portfolio is also positioned in high impact positive black swan stocks which I believe offer a favorable risk/reward ratio.
Value Investor in Energy, Real Estate, Transport, Retail, Manufacturing, Media, Finance & Insurance
2014-today: Burggraben Holding AG, Value Investing
2006-2014: Babcock & Brown, Private Equity Investor for infrastructure & energy assets
1997-2001: UBS Warburg, Associate Director Corporate Finance,
Operational Background: 2008-2012: Board Member & Controlling Shareholder Imperial Parking Corporation, parking services, Canada 2008-2011: Board Member Coinmach Services Corporation, laundry services, USA 2011-2012: CEO Gutta International AG, manufacturing of Bitumen Roofing Sheets, Switzerland 2004-2006: CEO & Owner Mewag AG, manufacturing of tube bending machines, Switzerland 2001-2003: COO Obtree Technologies AG, content management software, Switzerland
I am a retired wall street attorney. I started out specializing exclusively in securities law. As I developed my practice, it morphed into a corporate finance practice specializing in mergers and acquisitions, with the securities law aspects being secondary.
I'm not much for diversification. I tend to put a substantial amount in a few baskets and then watch those baskets very, very carefully.