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 |
|---|---|---|---|---|
City Different Investments - Global Equity Vinson Walden | “The manager exited their position in Despegar following an acquisition proposal from Prosus at a 33% premium. The investment was highly successful, driven by Latin American travel consolidation and Despegar's successful integration of AI technology.” | BEAR | Q1 2025 Jul 7, 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.
