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 |
|---|---|---|---|---|
Meditation Capital Tim Liu | “In addition to Braze and Monday which we already owned (Monday we have since reduced due to opportunity cost as all software fell), we progressively added Workiva, Atlassian, Dynatrace, and Klaviyo. B” | NEUTRAL | Q2 2026 Jul 15, 2026 | View Pitch |
Meditation Capital Tim Liu | “Recently, two software companies we've tracked for years and owned in the past, Monday.com and GitLab, fell from >11x NTM sales at peak earlier in the year to 7x then 5x sales, and at 5x we bought positions in both, as well as added to our existing position in Braze, which traded as low as 3x. Sometimes it's best not to overcomplicate things. BSD Analysis: Braze's valuation collapse to ~3x sales offers asymmetry for a leader in real-time customer engagement software. With >120% enterprise net retention, strong new logo growth, and a differentiated event-stream architecture, Braze is positioned to benefit from AI-driven personalization and increased marketing automation budgets. Operating leverage should drive meaningful margin expansion. Shares trade at a steep discount to SaaS peers despite superior product reviews and customer stickiness.” | BULL | Q2 2025 Sep 20, 2025 | 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.
