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 |
|---|---|---|---|
“GDS Investments maintains its value investing philosophy amid a challenging market environment characterized by extreme concentration in AI-related technology stocks reminiscent of the late 1990s dot-com bubble. Manager Glenn Surowiec...” | Q2 2024 Jun 30, 2024 | Preview | |
“GDS Investments maintains its value investing philosophy amid a concentrated market environment reminiscent of the late 1990s dot-com bubble. Manager Glenn Surowiec...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BRK.A.(2 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.
