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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Richard Oldfield argues that value investing is experiencing redemption in the first half of 2025, with all OP portfolios maintaining average price-earnings ratios of about 10, following Ben Graham's maximum multiple principle. The manager contrasts...” | Q2 2025 Jun 30, 2025 | Preview | |
“Adopted the MicroStrategy playbook to pivot into a Bitcoin treasury company, experiencing a manic 94x stock run that exemplifies late-cycle bubble dynamics.” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $3350.T.
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.
