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 |
|---|---|---|---|---|
Harry Qelm Baabsman Harry Qelm Baabsman | “This fast-grower is unfortunately prone to cycles. Producer of power optimizers and string inverters for solar energy generation. We have followed the company since 2017 because it used to manage to increase revenue by 25-35% every year, operating profit too, using a considerably small amount of debt. The company works in both great solar energy markets (the United States and the European Union). SolarEdge and Enphase (ENPH) are leaders in this business. Yet, crisis 2024 made evident issues with the company, such as unnecessary product diversification and weak control over profit margin, so the cycle forced the business to change its CEO and CFO. The business showed signs of recovery, and the stock price changed from $13 to $33-39 in 2025. However, our average position is still $117.5.” | NEUTRAL | Q2 2026 Aug 18, 2026 | 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.
