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 |
|---|---|---|---|---|
Farrer 36 Asset Management Pratyush Rastogi | “Although the fund originally liked Assaí due to its cheap valuation and deleveraging profile, the stock was completely sold this quarter. The exit was triggered by the company's decision to delist its ADR, which introduced operational difficulties and liquidity risks associated with OTC markets.” | BEAR | Q4 2024 Dec 31, 2024 | 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.
