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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“The portfolio remains concentrated in our core long-duration compounders, including Daily Journal” | Q1 2026 Mar 31, 2026 | Preview | |
“Peterson Investment Fund delivered 21.7% net returns in 2023 despite a 3.5% fourth quarter decline, bringing cumulative returns to 235% since inception with 10.4% annualized performance. The fund employs...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DJCO.(1 additional institutional mentions locked).
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.
