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 |
|---|---|---|---|---|
Jacob Fund Ryan Jacob | “Energous is a name we have tracked for a long time, as we were intrigued by its consumer-focused wireless power technology. Unfortunately, the company was never able to overcome numerous technical and” | BULL | Q1 2026 Apr 7, 2026 | View Pitch |
Kingdom Capital Advisors David Bastian | “Energous Corporation (WATT) and Alliance Entertainment (AENT). Energous (WATT): A historically awful consumer products business, WATT has pivoted to supply chain tracking solutions. We initiated a pos” | BULL | Q1 2026 Apr 2, 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.
