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 |
|---|---|---|---|---|
Vela International Fund Bob Sharpe | “Nintendo (7974), the Japanese entertainment company best known for its video game and console business, made the detractors list because we prematurely rebuilt the position back to a normal size. Nintendo was previously a large portfolio position in front of the launch of the new Switch 2 console. The shares appreciated significantly leading up to the release of the new video game console. Among the euphoria, we took the opportunity to reduce the position sizing as enthusiasm grew and shares finally retreated as excitement started to fade in late 2025, furthered this quarter by the company's weaker-than-anticipated fiscal year forecast (ending March 2027) and underwhelming near-term game release pipeline. We remain highly constructive on the company, with it trading at a significant discount to our intrinsic value estimate.” | NEUTRAL | Q2 2026 Jul 22, 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.
