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 |
|---|---|---|---|---|
Plural Investing Chris Waller | “Judges Scientific faced headwinds as U.S. colleges delayed capital spending amid uncertainty over federal science budgets. The company's customers paused orders due to political noise rather than fundamental funding cuts. Congress is expected to maintain science budgets, and recent settlements with major institutions like Columbia signal normalization. With two decades of 20%+ ROIC reinvestment history and resilient balance sheet, Judges' demand should rebound as visibility improves. :contentReference[oaicite:4]{index=4} BSD Analysis: Judges remains a proven compounder with disciplined M&A and niche exposure. Temporary budget uncertainty masks long-term secular demand. Expect earnings recovery as research funding stabilizes.” | BULL | Q3 2025 Oct 21, 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.