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 |
|---|---|---|---|---|
Zelikovic Investments Yoav Zelikovic | “We also hold InterActiveCorp (IAC) in the tech sector (which recently changed its name and ticker to People Incorporated (PPLI)) controlled by the famous investor Barry Diller. Its stock value declined by another ~18% last year, but this decline disregards the immense value that the company generated for shareholders over the years. Joey Levin recently resigned from managing the company (and went on to manage the subsidiary, ANGI), but we trust the senior managers led by Barry Diller to continue navigating the ship. The company's major holding is currently People Incorporated (the American media corporation) and a 26.1% stake in MGM. This year People Inc. submitted a non-binding cash offer of $48.30 per share to MGM Resorts and aims to hold 50.1% following a potential transaction. This company's excellent management has proven its ability in the past to save its subsidiaries from crises. Due to the high discount at which the company traded compared to its Net Asset Value we once again increased our exposure to this company at a bargain price and lately the share price has begun to rebound.” | NEUTRAL | Q2 2026 Aug 3, 2026 | 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.
