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 |
|---|---|---|---|---|
Minot Light Capital Partners Tom Wetherald and Eddie Reilly | “Bob's Discount Furniture was one of several non-tech IPOs underwritten by blue-chip underwriters that barely moved or fell on day one and then subsequently collapsed in the following month. After reading their S1 Offering Documents and watching their roadshows, we were excited about the company and bought shares on the first day of trading or soon after. We fully expected the stock to rise 20% or more soon after trading commenced. Much to our surprise, after a very short-lived pop, the stock essentially collapsed very soon after the IPO and/or in conjunction with their first reported quarter, bringing the stock down to what we believe are very attractive levels from a valuation standpoint. We meaningfully increased our position as the shares went into freefall. Since then, the stock has recovered to varying degrees and we are making good money on this theme so far and expect to make more going forward.” | NEUTRAL | Q2 2026 Jul 21, 2026 | View Pitch |
Minot Light Capital Partners Tom Wetherald and Eddie Reilly | “Bob's Discount Furniture is an everyday low-price furniture retailer that recently IPO'd at $17.00/share and peaked soon after at around $22.50/share. Since then, it has gone straight down to $10.85/s” | BULL | Q1 2026 Apr 29, 2026 | 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.
