Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Praetorian Capital Management Harris "Kuppy" Kupperman | “As the world gets increasingly crazy, I believe that people will come to realize that ownership of precious metals, in physical form, as opposed to in a brokerage account, is part of being financially” | BULL | Q3 2024 Sep 30, 2024 | View Pitch |
Praetorian Capital Management Harris "Kuppy" Kupperman | “A-Mark supplies both online and local coin shop markets as one of the largest players in online coin brokerage through their JM Bullion, LPM, Silver Gold Bull, Goldline, etc. verticals, along with ser” | BULL | Q1 2024 Mar 31, 2024 | View Pitch |
Kingdom Capital Advisors David Bastian | “A-Mark delivered strong quarterly profitability and successfully capitalized on banking crisis bullion demand spikes while introducing share buybacks. This shift is expected to establish a valuation floor and demonstrate the maturity of its cash-generative business model.” | BULL | Q2 2023 Jul 24, 2023 | View Pitch |
Kingdom Capital Advisors David Bastian | “A-Mark is a highly undervalued bullion dealer that benefits from spikes in precious metals demand during periods of banking sector panic and market volatility. The company operates integrated direct-to-consumer and wholesale platforms, including JM Bullion, allowing it to capture outsized margins when demand outstrips supply. Private equity acquisition represents a plausible catalyst to realize fair value as the complex balance sheet and lack of peers deter standard market valuation.” | BULL | Q1 2023 Apr 11, 2023 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
