Jesse M. Burwell Portfolio
Invests via Liberty 77 Capita LLP | Managed by Steven T. Mnuchin
Invests via Liberty 77 Capita LLP
Managed by Steven T. Mnuchin
Automatically Tracked
Jesse M. Burwell Profile
Jesse M. Burwell is a dynamic leader recognized for his entrepreneurial ventures within the technology sector. With an extensive background in building innovative solutions, he has effectively bridged the gap between technical development and market needs. His leadership experience includes spearheading multiple startups focused on digital transformation, enhancing operational efficiency through cutting-edge applications. By prioritizing strategic growth and fostering industry partnerships, he has established a robust presence in competitive landscapes. Jesse’s ability to navigate complex business environments positions him as a key player in advancing technological innovation while meeting evolving customer demands.
Jesse M. Burwell is a dynamic leader recognized for his entrepreneurial ventures within the technology sector. With an extensive background in building innovative solutions, he has effectively bridged the gap between technical development and market needs. His leadership experience includes spearheading multiple startups focused on digital transformation, enhancing operational efficiency through cutting-edge applications. By prioritizing strategic growth and fostering industry partnerships, he has established a robust presence in competitive landscapes. Jesse’s ability to navigate complex business environments positions him as a key player in advancing technological innovation while meeting evolving customer demands.
Investment Philosophy & Strategy
In the rapidly evolving technology sector, an entrepreneurial mindset is essential for seizing emerging opportunities. Jesse M. Burwell exemplifies this approach through a proven track record in fostering innovation and driving business growth. With a focus on operational efficiency and strategic partnerships, he leverages his experience to enhance market positioning of his ventures. Each initiative is carefully designed to align technical capabilities with customer demands, ensuring scalability and sustainability. His ability to identify market trends while advancing competitive strategies makes him an influential force in reshaping industry landscapes.
In the rapidly evolving technology sector, an entrepreneurial mindset is essential for seizing emerging opportunities. Jesse M. Burwell exemplifies this approach through a proven track record in fostering innovation and driving business growth. With a focus on operational efficiency and strategic partnerships, he leverages his experience to enhance market positioning of his ventures. Each initiative is carefully designed to align technical capabilities with customer demands, ensuring scalability and sustainability. His ability to identify market trends while advancing competitive strategies makes him an influential force in reshaping industry landscapes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
75.93%
Gain -2.47%
Monthly
2.95%
Yearly
41.75%
Drawdown
20.56%
$1.58B
Equity
Holdings
$1.58B
Investment
$954.73M
$656.79M
Profit -$34.54M
Realized
$34.56M
Unrealized
$622.22M
Dividends
$3.75M
Goals
Avg. 24.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.47%
Profit
-$34.54M
Win %
100%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$10.54M
Win %
100%
This Month
Compared to last month
Gain
-1.92%
Profit
-$30.79M
Win %
100%
This Year
Compared to last year
Gain
-10.19%
Profit
-$178.18M
Win %
83%
Events
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Dividends
Dividend Analysis
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| Trades 10 | Longs Won 8/10 80% | Profit Factor 84.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $127.57M |
| Average Win $83.08M | Best Trade (Aug 15) $369M | Sharpe Ratio -8.16 |
| Average Loss -$3.94M | Worst Trade (Mar 30) -$7.88M | Z-Score 3.73 (99.98%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $65.68M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.2% | 1.29% | 6.56% | 27.63% |
| Consecutive Losing Trades | 400 | 360 | 320 | 280 | 240 | 200 | 160 | 120 | 80 | 40 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 FLG Flagstar Bank, National Association | 75M | $699.75M | $1.07B | - | $369M | 52.73% | -0.14% |
 LION Lionsgate Studios Corp. | 37.55M | $218.78M | $450.2M | - | $231.42M | 105.78% | +2.304% |
 SATL Satellogic Inc. | 10M | $36.2M | $58M | - | $21.8M | 60.22% | -1.528% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jesse M. Burwell?
The largest contributions to the portfolio's profits come from the following stocks: Satellogic Inc - $35.4M, Lions Gate Entertainment Corp - $4.45M, Flagstar Bank, National Association - $3.75M, and Lions Gate Entertainment Corp - $2.59M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: STRZ - $7.88M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jesse M. Burwell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.75M earned over time. The largest contributors to dividend income include Flagstar Bank, National Association - $3.75M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jesse M. Burwell's monthly returns?
Jesse M. Burwell's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jesse M. Burwell's strategy be considered aggressive or moderate?
Jesse M. Burwell's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jesse M. Burwell's strategy?
Jesse M. Burwell's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
