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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“The Mindset Value Wellness Fund declined 13.7% in Q1 and an estimated 26% year-to-date, outperforming the average cannabis stock which is down over 40%. The portfolio is...” | Q1 2025 Apr 23, 2025 | Preview | |
“The Mindset Value Wellness Fund returned 65.6% in 2024 despite a 4.9% Q4 decline, significantly outperforming the MSOS cannabis benchmark which fell 85% over the three-year period since 2022. Manager Aaron Edelheit...” Co-mentioned:$GRUSF | Q4 2024 Feb 14, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $VREOF.(2 additional institutional mentions locked).
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.
