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 |
|---|---|---|---|---|
180 Degree Capital Corp Kevin M. Rendino | “Despite strong underlying business improvement and significant EBITDA growth, comScore's share price has suffered due to corporate governance flaws and capital structure issues. The fund has launched an active proxy campaign to place a highly qualified director on the board to resolve these issues. Trading at just 4.7x EV/EBITDA, the stock is extremely cheap given its unique media measurement data assets.” | 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.
