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 |
|---|---|---|---|---|
Bronte Capital Amalthea Fund John Hempton | “Coca-Cola is presented as an exceptional business with high returns on capital and a powerful brand that satisfies consumer desires. While it serves as a top-down model of quality, the manager cautions that buying it at excessively high valuations can lead to poor medium-term returns. However, over a long-term horizon, it remains a robust wealth compounder.” | BULL | Q1 2026 Mar 31, 2026 | 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.
