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 |
|---|---|---|---|---|
“Bilibili has evolved into a leading general-interest video platform with over 340 million monthly active users and strong engagement. After falling out of favor following its 2021 IPO, the business is now well-positioned to monetize its audience and benefit from newly launched games.” | BULL | Q2 2024 Jun 30, 2024 | View Pitch | |
Platinum International Brands Fund Nik Dvornak | “Bilibili has evolved into a premier online video and gaming platform in China with over 340 million monthly active users and strong daily engagement. With usage growing and monetization improving across gaming and advertising, the company offers substantial upside following a heavy post-IPO sell-off.” | BULL | Q2 2024 Jun 30, 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.