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 |
|---|---|---|---|---|
Silver Ring Value Partners Gary Mishuris | “IGT is undergoing a structural corporate transformation by divesting its cyclical gaming and slot machine assets to Apollo, leaving a stable pure-play lottery operation. The transaction provides substantial cash for debt reduction and share repurchases while isolating a high-margin business with durable state and national concessions. The stock trades below 10x normalized earnings, providing significant asymmetric upside.” | BULL | Q2 2024 Jun 30, 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.
