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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Bengal Capital's Q1 2026 letter centers on the DOJ's historic rescheduling of marijuana from Schedule I to Schedule III, providing immediate 280E tax relief for medical operations while sending adult-use through expedited rulemaking. The fund returned...” Co-mentioned:$GRWG | Q1 2026 May 7, 2026 | Preview | |
“Bengal Capital's Q2 2024 letter challenges the conventional wisdom that cannabis is a high growth industry, arguing instead that it represents rapid absorption of existing illicit markets by regulated markets. This dynamic creates...” | Q2 2024 Jul 15, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BAMM.
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.
