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 |
|---|---|---|---|---|
Patient Capital Management Christina Siegel Malbon | “The manager purchased UBS during the March bank panic, capitalizing on its acquisition of Credit Suisse. They believe the transaction was acquired at an extremely low valuation with strong government downside protections, turning a short-term crisis into a highly profitable long-term asset management franchise investment.” | BULL | Q4 2023 Jan 17, 2024 | 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.
