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 |
|---|---|---|---|---|
Argosy Investors Mike Loeb | “Femsa represents a high-quality Latin American conglomerate whose core assets—including a dominant convenience store network (OXXO) and a major stake in Coca-Cola FEMSA—possess strong operational synergies. Trading at a low-20s earnings multiple, the company is expected to sustain low double-digit earnings growth driven by rapid store expansions.” | BULL | Q1 2025 May 30, 2025 | View Pitch |
Springview Capital Management Guy Baron | “FEMSA delivered exceptional operational performance in 2023, led by double-digit growth at its Oxxo convenience store chain. Key divestitures have unlocked massive excess capital representing a quarter of its market cap, which the manager believes will eventually be returned to shareholders to unlock further value.” | BULL | Q4 2023 Feb 21, 2024 | 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.
