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 highlights DKSH Malaysia as a leading FMCG and medical distributor trading at a massive discount to its private market value. Although the Swiss parent company launched a lowball buyout offer at RM6.15 per share, Pangolin plans to block the transaction because they value the business at over RM11 per share. This valuation is supported by estimates of 15% net profit growth in 2025 while trading on a low multiple of 6x.” | 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.
