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 |
|---|---|---|---|---|
AVI Global Trust Joe Bauernfreund | “The manager is highly bullish on Schibsted following its announced divestment of legacy news assets and plans to eliminate its dual-class share structure. These actions simplify the corporate structure and reveal that the core Nordic marketplace assets are trading at a highly attractive implied valuation of 9.5x 2024 EBITDA. A narrowing of the valuation gap compared to global peers and a substantial return of capital to shareholders are expected to drive the stock significantly higher.” | BULL | Q4 2023 Dec 31, 2023 | 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.
