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 |
|---|---|---|---|---|
Jackson Peak Capital LLC Patrick O'Brien | “Endeavor is a chronically undervalued holding company owning premier media and entertainment assets that is currently undergoing a strategic review. The manager expects controlling shareholder Silver Lake to acquire the firm and take it private, providing strong downside support and compelling upside.” | BULL | Q4 2023 Nov 8, 2023 | 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.
