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 |
|---|---|---|---|---|
Compound Everyday Capital Sumit Sarda | “The manager deployed 3.5% of the portfolio into a special situation involving Music Broadcast's bonus preference shares, but faced a severe 59% drop in the underlying equity post-ex-date. Rather than realizing a rapid profit, the fund is holding the position temporarily to benefit from a pre-election advertising lift, potential share buybacks, and tax-loss harvesting advantages.” | BULL | Q1 2023 Apr 7, 2023 | 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.
