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 |
|---|---|---|---|---|
Olesen Value Fund Christian Olesen | “DeLclima was an Italian HVAC manufacturer spun off by De'Longhi whose intrinsic value was masked by a poorly performing non-core radiator division. The manager recognized its high return on capital, robust balance sheet, and exceptionally cheap valuation. The thesis was validated when the non-core assets were addressed, culminating in an eventual buyout by Mitsubishi Electric.” | BULL | Q3 2025 Sep 1, 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.
