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 |
|---|---|---|---|---|
Middle Coast Investing LLC Daniel Shvartsman | “Dallas News is valued extremely cheaply, trading at negative enterprise value when accounting for recent real estate sales. Having cleared its pension liabilities and reduced operating costs, the business has significant upside potential from any stabilization in local advertising.” | BULL | Q1 2025 Apr 11, 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.
