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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Atrium Research Ben Pirie & Nicholas Cortellucci | “Titiminas Silver is a junior mining company focused on restarting and expanding the past-producing Madre Sierra silver-polymetallic project in Peru. The investment thesis emphasizes low capital intensity due to existing permits and infrastructure alongside near-term cash generation via toll milling. The business exhibits strong unit economics driven by high historical resource grades of approximately 536 grams per ton silver equivalent. Utilizing existing permits for near-term toll milling significantly mitigates initial capital expenditure hurdles, establishing early cash flow while a tight capital structure maximizes per-share leverage. Primary catalysts include initiating commercial toll milling in Q4 2026, delivering an initial mineral resource estimate in mid-2027, and publishing a preliminary economic assessment by late 2027. Primary risks include tolling agreement terms, subterranean rehabilitation challenges, and jurisdictional operating risks in Peru.” | BULL | Q3 2026 Oct 2, 2026 | View Pitch |
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.