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 |
|---|---|---|---|---|
Pabrai Wagons Fund Mohnish Pabrai | “Reysas is a market-leading Turkish logistics conglomerate characterized by strong recurring revenues and exceptional asset backing. The company's 62% stake in Reysas REIT alone highlights a massive valuation mismatch, with appraised real estate holdings of $1.6 billion far exceeding the REIT's public market cap of $975 million.” | BULL | Q1 2025 Mar 31, 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.
