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 |
|---|---|---|---|
“Asiro reported an excellent 1st quarter of fiscal year 2025 with revenue 64% higher than the same quarter of last year, and profit of ¥269m compared to a loss of ¥128m in the year prior. New products at...” | Q1 2025 Mar 31, 2025 | Preview | |
“Shares fell 35% following a soft quarterly result and conservative customer advertising behavior. Despite guiding for...” | Q3 2025 Sep 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $7378.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.
