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 |
|---|---|---|---|
“Perimeter is the leading provider of fire retardants and firefighting foam used to combat wildfires. While positive news...” | Q4 2023 Dec 31, 2023 | Preview | |
“Van der Mandele's Arar Fund declined 4.2% in September, driven by disappointing Alphawave earnings and broader market weakness from hawkish Fed signals. The manager maintains...” | Q3 2023 Oct 4, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PR.
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.
