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 |
|---|---|---|---|---|
Long Cast Advisers Avram Fisher | “The company's recent extension of its contract with Goldman Sachs provides significant cash flow visibility and an 86% increase in present value, which was slow to be priced in by the market. Additionally, CoreCard continues to expand its non-Goldman operations while benefiting from strong management and a potentially favorable regulatory landscape for credit cards.” | BULL | Q4 2024 Dec 31, 2024 | 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.
