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 |
|---|---|---|---|---|
Atrium Research Ben Pirie & Nicholas Cortellucci | “BP Silver Corp. is a mineral exploration company focused on district-scale silver discoveries in Bolivia's historic silver belts. The analyst's bullish stance is predicated on the substantial exploration upside of its Cosuño project following high-grade maiden drilling results. The economics of early-stage resource exploration rely on discovery torque, where successful drilling expands mineralized volume and delivers significant asset revaluation relative to invested capital. With limited historical drilling and an extensive mineralized strike, successful drill campaigns create substantial unit value per share. Upcoming catalysts involve the execution of the C$4.5 million exploration program and ongoing Phase 2 drill assays. Downside risks involve exploration failure, drill permit challenges, and political risks inherent in operating within Bolivia.” | BULL | Q3 2026 Oct 2, 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.