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 |
|---|---|---|---|---|
Macro ops Brandon Beylo | “Idaho Strategic remains substantially undervalued relative to its combined gold assets, rare earth element package, and future production goals. Backed by exceptional management and a secure balance sheet, the company has a clear path to scale annual gold production to 60,000 ounces.” | BULL | Q1 2025 May 2, 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.
