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 |
|---|---|---|---|---|
GROW Funds Mike Collins, Matt Clarke, Chase McIntosh, Carl Wiese | “MDxHealth (MDXH) is a prostate cancer diagnostics screening company we initially purchased at around $2 per share a year ago. Prostate cancer is the second most diagnosed cancer overall and the most common in men. The company's portfolio includes Exo DX, Confirm mdx, Genomic Prostate Score (GPS), and a hereditary prostate cancer test, supported by a network of over 7,000 physicians and more than 250,000 completed tests. MDXH grew revenue at over 20% in each of the last 12 quarters through Q2 2025 and recently acquired an additional prostate test that could further accelerate growth. The stock declined in November due to confusion around 2026 growth expectations, which we believe was overdone. Despite continued momentum, the stock trades at roughly 2x EV/revenue versus peers at 5–9x for similar growth and margin profiles. BSD Analysis: MDxHealth is a molecular diagnostics company focused on improving prostate cancer detection and risk stratification. Its tests aim to reduce unnecessary biopsies while identifying clinically significant cancer earlier. Adoption is driven by physician education and reimbursement expansion rather than pure volume growth. The addressable market is large, but commercialization execution remains the gating factor. Cash burn and capital raises are ongoing concerns, making scale and payer traction critical. If test utilization inflects meaningfully, operating leverage is substantial. This is a clinical-value story still proving commercial durability.” | BULL | Q4 2025 Dec 31, 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.
