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 | “Hovnanian Enterprises has significantly repaired its balance sheet by reducing its debt load from $2.2 billion to $0.9 billion since the Great Financial Crisis. Despite paying a high 10% interest rate, refinancing or rate reductions present a substantial untapped earnings tailwind, making its purchase price of 3.2x last-twelve-months earnings highly attractive relative to a potential 10x cycle-average multiple.” | BULL | Q1 2025 May 30, 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.
