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 |
|---|---|---|---|---|
Right Tail Capital Jeremy Kokemor | “The manager exited Boyd Group Services after underestimating how much rising costs and tight economic conditions would deter consumers from repairing vehicles. While the company's high reinvestment rate and insurance-backed model remained attractive, consumer behavior proved more sensitive than anticipated.” | BEAR | Q2 2025 Jul 1, 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.
