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 |
|---|---|---|---|
“Daniel Gladiš argues that while many retail investors now treat the stock market like a casino through day trading, options speculation, and social media-driven investing, disciplined long-term investors can benefit from this behavior. The manager emphasizes...” | Q1 2025 Apr 1, 2025 | Preview | |
“Vltava Fund employs a disciplined value investing approach, maintaining 20-25 concentrated positions sized according to a proprietary three-factor model incorporating expected returns, probability, and risk. The fund sold...” | Q2 2024 Jul 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $OSB.L.(1 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.
