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 |
|---|---|---|---|---|
LVS Advisory Defensive Portfolio Manager | “BJ's Wholesale continues to deliver strong results, but its stock remains depressed due to broader retail headwinds that do not reflect its primary grocery model. The company possesses an unappreciated earnings catalyst via expected membership fee increases in the next 1-2 years.” | BULL | Q1 2023 Apr 13, 2023 | 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.
