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 |
|---|---|---|---|---|
White Falcon Capital Management Balkar Sivia, CFA | “Rover demonstrates that conventional low-multiple screens fail to capture true value for businesses that are temporarily underearning. Despite trading at high headline multiples, its high long-term EBITDA margin potential made it a deep value play before Blackstone's buyout offer.” | BULL | Q4 2023 Jan 17, 2024 | 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.
