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 |
|---|---|---|---|---|
Kathmandu Capital Brent Jackson | “Nagacorp is a structurally low-cost monopoly casino operator based in Phnom Penh, Cambodia, trading at a decade-low forward P/E of 6.3x. Despite short-term headwinds from slower Chinese tourism recovery, its underlying real estate value is estimated to be worth more than the company's entire market capitalization. The manager believes this valuation offers a strong margin of safety with a clear path to double the share price by 2030.” | BULL | Q4 2023 Oct 17, 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.
