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 |
|---|---|---|---|---|
Arisaig Asia Fund Lindsay | “Holding more than half of the local mobile handset market, this retailer is shifting its footprint into higher-margin lifestyle and nutritional segments. Unbelievably low valuation metrics provide a massive margin of safety for a business posting explosive triple-digit earnings growth.” | BULL | Q1 2026 Mar 31, 2026 | 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.
