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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 24, 2025 | Macro ops | - | - | BCM.V, BTBT, CAN, CORZ, DMET.CSE, KUYA.CSE, NEWP | Bitcoin, Breakouts, commodities, crypto, Mining, Relative Strength, Silver | Bitcoin miners are experiencing a lockout rally with WGMI up 48% over the past month. The tape suggests Bitcoin is heading higher despite calls for a top. Multiple mini-consolidations are occurring within WGMI holdings, presenting actionable setups in companies like Canaan, Bit Digital, and Core Scientific. | NEWP CORZ BTBT CAN NEWP CORZ BTBT CAN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||