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 |
|---|---|---|---|---|
Alphyn Capital Management Samer Hakoura | “Prosus is shifting from a passive holding entity into a global tech operator, with its consolidated ecommerce business recently reaching free cash flow positivity independent of Tencent. Backed by disciplined asset sales, targeted acquisitions, and accretive buybacks, the company has a clear trajectory toward unlocking shareholder value. This transition should alleviate historical investor concerns about capital misallocation.” | BULL | Q3 2025 Oct 1, 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.
