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 |
|---|---|---|---|---|
Pangolin Asia Fund James, Bill & Vinchel | “The manager discusses Bermaz Auto as a performance drag due to underestimating the market impact of Chinese EV imports into Malaysia. However, the business is now recovering, supported by a highly cash-generative, asset-light model. Recent Mazda model introductions have been well-received, and the company's Xpeng brand distribution is performing well.” | BULL | Q4 2025 Jan 9, 2026 | 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.
