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 |
|---|---|---|---|---|
Focus Capital Management Mordechai Yavneh | “The manager avoided investing in WANdisco after observing repeated failure to deliver on revenue guidance and contract announcements. This red flag presaged major fraudulent irregularities uncovered in 2023 that led to trading suspension and massive shareholder value loss.” | BEAR | Q2 2024 Jun 30, 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.
