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 |
|---|---|---|---|---|
Alpha Wealth Funds - The Insiders Fund Portfolio Manager | “Boeing's stock was hit hard by the Iran war due to skyrocketing jet fuel prices and the threat to key customers like Qatari and Emirrati Air. We believe their Defense business is undervalued. If the w” | BULL | Q1 2026 Apr 10, 2026 | View Pitch |
WestEnd Capital George Bolton, Ali, George Elliman | “Long-time clients may recall our liquidation of Boeing in early January 2024 following the Alaska Airlines door plug incident. We exited at around $227.62. Following a management shakeup, however, with new leadership under former engineer Kelly Ortberg, we noticed the firm was working to bounce back from safety issues, production problems, and financial losses. The company focus had decisively shifted to quality, stabilizing aircraft output, and rebuilding trust. We viewed Boeing's commercial side as a turnaround story, accommodated by the steady income provided by the firm's defense business. WestEnd began accumulating shares in December 2024 at an average price of $175.47. With strong demand for air travel and a huge backlog of plane orders, delivering aircraft on time is crucial, in which Boeing has demonstrated significant improvement this year. While the latest tragic Air India crash slightly hit the stock, it has recovered as it became apparent that pilot error was the most likely cause. We remain confident that Boeing can further improve execution and take advantage of industry trends like reshoring and increased defense spending, while capitalizing on high demand from China after the country lifted its ban Boeing deliveries due to the temporary tariff truce. BSD Analysis: Boeing enters 2026 at a historic pivot point, with the market increasingly viewing this as the definitive "turnaround year" following years of production and regulatory setbacks. The company has officially received FAA approval to ramp up 737 MAX production, aiming to reach full capacity by late 2026, while concurrently targeting a production rate of 10 aircraft per month for the 787 Dreamliner. Management has projected low single-digit billions in positive free cash flow for 2026, which would mark the first sustainably positive cash flow year since the pre-MAX crisis era. The certification of the 737 MAX 7 and MAX 10 variants remains the primary product catalyst for the year, alongside a record order backlog that now exceeds $636 billion. While the stock has rallied to a two-year high near $250, high leverage and continued FAA scrutiny remain the primary risks for the fiscal year.” | BULL | Q2 2025 Jul 24, 2025 | View Pitch |
WestEnd Capital George Bolton, Ali, George Elliman | “Boeing has installed a new CEO in Kelly Ortberg, whose office in Seattle will be as close to the commercial production lines as possible—which is also 2,300 miles from the company's corporate offices in Arlington, VA. Ortberg will be on the factory floor in Renton, Washington, where Boeing makes its 737 MAX planes. We see this as a commitment to retool the company culture and put the focus back on Boeing as an aerospace leader and pioneer. Boeing's share price has been battered since the 737 MAX was first grounded in 2019, and we see potential for a turnaround under Ortberg's leadership. BSD Analysis: Boeing enters 2026 at a historic pivot point, with the market increasingly viewing this as the definitive "turnaround year" following years of production and regulatory setbacks. The company officially received FAA approval to ramp up 737 MAX production, aiming to reach a rate of 50+ aircraft per month by mid-2026, while concurrently targeting a production rate of 10 aircraft per month for the 787 Dreamliner. Management has projected low single-digit billions in positive free cash flow for 2026, which would mark the first sustainably positive cash flow year since the pre-MAX crisis era. The certification of the 737 MAX 7 and MAX 10 variants remains the primary product catalyst for the year, alongside a record order backlog that now exceeds $636 billion. While the stock has rallied to a two-year high near $248, analysts maintain a "Moderate Buy" consensus with a median price target of $258, noting that high leverage and continued FAA scrutiny remain the primary risks for the fiscal year.” | BULL | Q4 2024 Dec 31, 2024 | 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.
