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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Starboard Value, owning 6.6% of Match Group, argues the online dating leader is deeply undervalued at less than 8.5x 2024 free cash flow despite its quality business and market position. The activist investor...” | Q2 2024 Jul 15, 2024 | Preview | |
“Penn Davis McFarland maintains a cautious but opportunistic stance amid market calm following Q1 2023 volatility. While tech stocks...” | Q2 2023 Jul 1, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MTCH.(8 additional institutional mentions locked).
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.
