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 |
|---|---|---|---|---|
East72 Dynasty Trust Andrew Brown | “EVT Limited shares are trading at the same price as they were eleven years ago. At $12.88 (30 June pricing), EVT trades at a rough 34% discount to ascribed PRE TAX value per share of $19.42. The evolution of EVT's hotel business is the key to adding further growth and value into the whole company. Our valuation assessment suggests the business is far and away the most valuable component of EVT. We value the combined hotel business at between $2,315million and $2,808million based on a per room managed value of $23,175-$25,000 and per key owned room of $540,000-$667,000, implying an EV/EBITDA multiple of around 21x FY2027 earnings.” | NEUTRAL | Q2 2026 Jul 17, 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.
