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 |
|---|---|---|---|---|
Miller Howard Investments Infrastructure Adam Fackler | “Entergy: 2Q earnings topped expectations. The company increased its capital plan and raised its long-term EPS guidance. BSD Analysis: Entergy operates some of the most reliable low-carbon baseload assets in the South, with constructive regulation and clear rate-base growth. Its nuclear fleet gives it margin stability most utilities envy. The company is quietly executing better than peers, reducing risk while improving returns. It's not a growth rocket, but visibility is extremely high. Investors undervalue the durability of Entergy's model. This is a clean, predictable compounder in a sector built for steady returns.” | BULL | Q3 2025 Sep 30, 2025 | 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.
