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 |
|---|---|---|---|
“Bengal Capital's Q2 2024 letter challenges the conventional wisdom that cannabis is a high growth industry, arguing instead that it represents rapid absorption of existing illicit markets by regulated markets. This dynamic creates...” | Q2 2024 Jul 15, 2024 | Preview | |
“The Artisan International Fund delivered strong double-digit returns in 2024, outperforming both MSCI EAFE and MSCI ACWI ex-USA indices through effective stock selection and favorable sector positioning. Healthcare holdings were...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BUD.(9 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.
