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 |
|---|---|---|---|
“I made mistakes sizing shorts (again) and I was short AMC calls due to the dilution dynamics before Kitty made his appearance. That caused the...” | Q2 2024 Jun 30, 2024 | Preview | |
“Agostino sees historic opportunity in SMID-caps after extreme underperformance versus AI-driven mega-caps. July's inflation-triggered rotation...” | Q2 2024 Jul 25, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AMC.(4 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.