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 |
|---|---|---|---|
“Emeth Value Capital's H1 2023 letter emphasizes the importance of long-term value creation over short-term market volatility, using Dick's Sporting Goods as a case study to illustrate how public market sentiment can create dramatic valuation swings despite stable underlying fundamentals. The portfolio is...” | Q2 2023 Jun 30, 2023 | Preview | |
“NAV has doubled over the past five years. Announced plans to...” | Q3 2025 Nov 13, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BBU.
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.
