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 |
|---|---|---|---|---|
Kernow Asset Management Alyx Wood | “CMC Markets first caught our eye with the rather audacious decision not to trade against its more situationally aware clients. The plan worked. CMC rose 46% this month, making it a very good month for us and its founder's stake worth more than a billion. He took the news badly, Alyx, I have been saying it for ten years and only a few people have listened, you being one of them, so you deserve the rewards. What is really exquisite is that we are transforming from a retail online trading platform into a high growth fintech business. I am not selling. I am in the office every day at 7am. There is no debt. The upside is huge. We are constantly releasing new products and have big plans for next year. I am never retiring - Lord Cruddas” | NEUTRAL | Q2 2026 Aug 12, 2026 | 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.
