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 |
|---|---|---|---|---|
Cooper Investors Global Equities Fund (Unhedged) Cooper Investors Pty Limited | “The current anchor of the Compounding Capital pool is our group of investments in live entertainment and sports content – Liberty Media (FWONK) (owner of Formula One and MotoGP), Live N” | NEUTRAL | Q2 2026 Jul 31, 2026 | View Pitch |
Cooper Investors Global Equities Fund (Unhedged) Cooper Investors Pty Limited | “The current anchor of the Compounding Capital pool is our group of investments in live entertainment and sports content – Liberty Media (FWONK) (owner of Formula One...” | BULL | Q2 2026 Jul 31, 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.
