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 |
|---|---|---|---|---|
Van Der Mandele Arar Fund Joost van der Mandele | “The manager highlights Jiayin Group's explosive financial growth, with revenues up 38% year-over-year and operating profits set to grow by 87%. Despite a recent 80% stock price surge, the company remains highly undervalued, trading at just 2.5 times forward earnings, which supports its secular growth narrative.” | BULL | Q1 2025 Apr 3, 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.
