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 | “Eventbrite was added as the fund's largest new holding due to its leadership in the niche online ticketing space for smaller creators and venues. The company is experiencing 20%+ annual growth, is approaching GAAP profitability, and benefits from a highly focused management team. The manager compares its trajectory to prior successful investments like Spotify and Duolingo.” | BULL | Q4 2023 Jan 3, 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.
