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 |
|---|---|---|---|---|
Madison Small Cap Fund Faraz Farzam, Aaron Garcia | “Mirion Technologies is a global leader in radiation detection, measurement, and monitoring solutions serving nuclear and medical end markets. The company benefits from secular growth in nuclear energy and cancer care, with a recurring, consumption-based revenue model and EBITDA margins around 25%, with potential to expand to 30%. Mirion has a presence in 95% of nuclear power plants globally and holds over 60% market share in ionizing radiation detection within a tightly regulated market. Maintenance and upgrade cycles drive repeat revenue, while backlog growth and digital initiatives support durability. We estimate intrinsic value at $30. BSD Analysis: Mirion operates in radiation detection and measurement, a niche where reliability beats scale. Nuclear power, defense, and medical applications provide diversified demand. Regulatory and safety requirements create high switching costs. Growth is steady, not explosive, but visibility is strong. Investors overlook Mirion due to its specialized focus. Yet nuclear resurgence and security concerns support long-term relevance. Margins improve as recurring services grow. Capital intensity is manageable relative to moat strength. This is safety infrastructure priced like a gadget maker.” | 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.
