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 |
|---|---|---|---|---|---|
| Author / Source | Analysis Excerpt | Stance | Date | Action |
|---|---|---|---|---|
@Independent Analyst Substack | “The 36,009 sqm Itabashi factory land is carried at just ¥2 million ($12,800 USD) because it was acquired around 1937, but comps suggest it is worth at least ¥8 billion, and potentially up to ¥17.5 billion based on a nearby 2019 Daiwa House REIT transaction. Additionally, Nippon Steel (which owns ~30.6% of Takasago Tekko) recently redeveloped a neighboring steel site into a massive modern logistics facility, providing a clear proof-of-concept for land conversion. The stock has a pre-tax NCAV + real estate value of ¥4,950/share and an after-tax value of ¥3,750/share (vs. a ¥1,120 share price). Risks include low liquidity and its classification as a steel-adjacent business, but downside is highly protected by net cash of ¥1.64-¥2.3 billion and the 4% dividend.” | BULL | May 13, 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.