Letters by company
Amc Entertainment Holdings, INC.
2 letters discussing AMC. Everything written about it on this site is on its ticker page.
- Bireme Capital May 2024 Investor Letter Bireme Capital added materially to Disney, arguing that its Experiences business supports much of the enterprise value while streaming profitability and rebundling create additional upside. The firm shifted its short book away from meme stocks after covering Trump Media and GameStop, and expanded long investments outside the United States, particularly in Japan. first five months of 2024 DIS $180BDJT $2.3BGME $13B
- Bireme Capital 2Q22 FV Quarterly Report Bireme Capital argues inflation will force tighter policy, compress corporate profits and prolong pressure on risk assets, while its short book targets speculative companies. It keeps HCA as a major holding on its scale, cash generation and buybacks, covered Affirm, and remains short fuboTV, GameStop and MicroStrategy. 2Q22 HCA $96BAFRM $25BFUBO $976M
