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 |
|---|---|---|---|
“TPG Angelo Gordon's Q2 2024 Capital Markets Perspectives highlights significant opportunities emerging from market dislocations across credit and real estate markets. Credit markets posted...” | Q2 2024 May 1, 2024 | Preview | |
“Distillate Capital's Q4 2023 letter emphasizes finding attractive opportunities through selectivity while avoiding the concentration risks in mega-cap stocks. The firm's SMID...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $JBLU.(1 additional institutional mentions locked).
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.
