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 |
|---|---|---|---|---|
Lakehouse Small Companies Fund Donny, Erwin, Nick, and the Lakehouse Team | “FINEOS serves as a major software provider to global insurers, enjoying high customer retention but previously suffering from long sales cycles and capital-dilutive acquisitions. The firm has successfully moved past its heavy product development phase, completing landmark integrations with prominent US financial institutions that act as strong reference points. At an undemanding valuation of 2.7x forward enterprise value to revenue, FINEOS is shifting to high-margin subscription models and is positioned to achieve self-funded growth.” | BULL | Q1 2025 Mar 31, 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.
