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 |
|---|---|---|---|---|
Arauca Capital Jean Philippe Tissot | “Intellego has undergone a major corporate governance cleanup, which was validated by a favorable, immaterial financial audit adjustment by Deloitte. The company's patented UV dosimeter indicator technology operates on an asset-light, high-margin recurring consumable model that is seeing strong commercial adoption in healthcare and industrial curing sectors.” | BULL | Q3 2025 Sep 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.
