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 |
|---|---|---|---|---|
Zelikovic Investments Yoav Zelikovic | “The manager opportunistically purchased shares of the Tel Aviv Stock Exchange when political events temporarily depressed its stock price. TASE features near-monopolistic market power, high-growth financial product lines, and disciplined share repurchases under strong leadership.” | 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.
