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 |
|---|---|---|---|---|
The London Company SMID Cap Brian Campbell | “ACIW's core payments software enables banks, processors, networks, fintechs, and retailers to handle payments regardless of the channel. ACIW doesn't move or process money, they sell the software to facilitate money movement. ACIW's software is mission critical to financial institutions and competition is limited. Margins are attractive and capital spending needs are light. At 11x EV/EBITDA, we believe the stock is attractive and trades at a discount to intrinsic value. We have owned ACIW for years in the Small Cap portfolio. Fundamentals remain attractive and the market cap is now roughly $5B. BSD Analysis: The fund's thesis is that ACIW's entrenched position in mission-critical payments software ensures durable profitability. With 90% recurring revenue and minimal capex, strong operating leverage supports upside re-rating.” | BULL | Q3 2025 Sep 30, 2025 | View Pitch |
The London Company Small Cap The London Company of Virginia, LLC | “ACI Worldwide, Inc. (ACIW) – ACIW was a bottom performer due to investor disappointment over unchanged guidance, despite robust results. The company's stable business, underpinned by a high proportion of recurring revenues and nearly a year of revenue visibility from its contracted backlog, supports our positive outlook. Sustained organic growth and insider buying by the CEO during the stock pullback reinforce confidence in ACIW's long-term potential. BSD Analysis: ACI Worldwide is a deep-value, enterprise payment software pure-play whose stock is an asymmetric recovery bet on its successful shift to a cloud-native platform. The core thesis is driven by the company's aggressive focus on high-growth recurring revenue: recurring revenue was 71% of the year-to-date total in 2025 and Net new ARR bookings surged 50%. Management is successfully converting complexity into cash, having expanded its share repurchase authorization to $500 million. The stock is a conviction bet on the company's ability to monetize its new, industry-leading cloud-native payments platform, ACI Connetic, driving high-value growth into 2026.” | BULL | Q2 2025 Jun 30, 2025 | 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.
