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 |
|---|---|---|---|---|
Apis Global Discovery Fund Daniel Barker | “LS Electric provides turnkey electrical grid connections for new Korean-owned factories being built in the U.S. under the CHIPS Act. Backed by a rapidly growing backlog and strong customer relationships, the company trades at 9x PE, which the manager believes is far below its peak earnings potential.” | BULL | Q4 2023 Dec 31, 2023 | View Pitch |
Apis Flagship Fund Daniel Barker | “LS Electric is poised to benefit from US factory onshoring driven by the CHIPS Act, serving as a turnkey electrical solution provider for Korean car, battery, and semiconductor firms. Trading at 9x PE with a growing KRW 2.5tn backlog, the company has significant room to expand its net income margins back to historical peak cycle levels.” | BULL | Q4 2023 Dec 31, 2023 | 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.
