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 |
|---|---|---|---|
“ValueWorks delivered strong third quarter performance with markets stabilizing after a choppy first half and working higher for a solid advance. Manager Charles Lemonides...” | Q2 2024 Jun 30, 2024 | Preview | |
“ValueWorks Capital Appreciation returned 5.36% net in Q2 2023, bringing YTD returns to 5.87% versus 16.89% for the S&P 500. Manager Charles Lemonides...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $JOBY.(7 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.
