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 |
|---|---|---|---|---|
Macro ops Brandon Beylo | “New Pacific Metals operates three Bolivian projects—Silver Sand, Carangas, and Silverstrike—that could collectively become the world's second-largest silver production hub after Pan American Silver. With 40%+ IRRs at $30 silver and confirmed volume breakout in September, the setup offers significant upside potential. The company is now in the permitting stage for both flagship deposits. BSD Analysis: Macro Ops highlights NEWP as a high-beta silver developer leveraged to silver's cyclical upswing. With multiple large deposits, 40%+ IRRs, and favorable technical momentum, the project pipeline could drive re-rating as silver prices stabilize.” | BULL | Q3 2025 Oct 14, 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.
