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TMR Capital 3Q24 Commentary: Long This Cheap AI Play [In-Depth]

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HFA Staff
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TMR Capital Long Short Opportunities, LP
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TMR Capital commentary for the third quarter ended September 30, 2024.

Quarter Review

We have produced strong absolute returns ytd, despite our focus on smaller, under the radar investments that have not participated in the bull market which has been mostly driven by megacap tech stocks. Our returns are uncorrelated to the S&P 500 and are instead...

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