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 |
|---|---|---|---|---|
Middle Coast Investing LLC Daniel Shvartsman | “F&G Annuities & Life has faced investor skepticism regarding its asset portfolio and partnership with Blackstone, specifically in private credit. Although underlying asset details are somewhat opaque to outside investors, the company's valuation remains supported by a significant book value, a newly expanded share buyback program, and active insider purchases by the CEO.” | BULL | Q1 2026 Apr 10, 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.
