Managing Director, MAI Capital Management
3 dated public stances tracked since 2026-04-21, most recently 2026-10-20. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Tom Fitzgerald's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Tom Fitzgerald is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2026-07-10 | long JBLU / long LUV | basket | -23.1% | — | — |
| 2026-04-21 | UAL | bullish | +21.0% | -1.6% | — |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| UAL | 2 | | 2 bullish | 2026-10-20 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-20
UAL
bullish
Bloomberg TV (uncut) · uncut_tv
United should report strong Q3 demand across all verticals with robust corporate travel and another impressive international peak season, while premium revenue diversification insulates it from fuel cost pressure that will hit weaker carriers…
“we expect United to note strong demand across the board with corporate robust across all verticals”
Bloomberg TV uncut 2026-10-20 06:30 ET (30 min)
2026-07-10
long JBLU / long LUV
basket
Bloomberg Television · video
JetBlue and Southwest represent an equity opportunity as both carriers attempt an upmarket pivot to adapt their business models to the new normal of premium-dominated demand
“there's an interesting opportunity for the equity to own more JetBlue and Southwest trying to go up market”
90d -23.1%
SK Hynix Rises After Record US Offering | The Close 7/10/2026
2026-04-21
UAL
bullish
Bill Miller · video
Strong results from Delta and Alaska Air provide a positive read-through on demand and pricing power ahead of United Airlines' earnings report later that day
“the Delta print the Alaska color last night, that bodes well for United after the close tonight”
90d +21.0% · 180d -1.6%
Tim Cook's Exit, Warsh Faces Congress | Open Interest 4/21/2026
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