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 |
|---|---|---|---|---|
Arnott Capital Kenny Arnott | “Airbus is poised to capture market share in the commercial aviation duopoly due to operational impairments at Boeing. With an expanding order book, strong execution, and operational leverage from its manufacturing base, Airbus is set to double its earnings over the next three years.” | BULL | Q4 2024 Dec 31, 2024 | 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.
