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 |
|---|---|---|---|
“TMR Capital operates a long/short strategy focused on Technology investments and SMID cap value-oriented special situations, taking advantage of market dislocations where the cheapest quartile of stocks is at decade lows while expensive stocks trade at elevated multiples. The fund's differentiated...” | Q4 2024 Dec 31, 2024 | Preview | |
“TMR Capital operates a long/short equity strategy targeting Technology investments and SMID cap value-oriented special situations. The fund believes...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MAPS.
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.