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 |
|---|---|---|---|
“Meditation Capital targets companies with exceptional products but temporary valuation discounts, focusing on less liquid opportunities under $30 million daily volume that larger funds cannot access. The fund's primary...” Co-mentioned:$SMAR | Q2 2023 Aug 28, 2023 | Preview | |
“Meditation Capital's Q1 2025 letter emphasizes their strategy of capitalizing on market volatility to acquire quality companies at attractive prices. Manager Tim Liu...” | Q1 2025 May 20, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BGEO.L.(3 additional institutional mentions locked).
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.
