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 |
|---|---|---|---|
“eDreams ODIGEO is another example of a consumer business where the story is more interesting than a simple online travel label suggests. The company has...” | Q2 2026 Jul 10, 2026 | Preview | |
“eDreams ODIGEO is another example of a consumer business where the story is more interesting than a simple online travel label suggests. The company has...” | Q2 2026 Jul 10, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $EDR.MC.
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.
