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 |
|---|---|---|---|---|
MSA Capital Dr. Mathias Saggau | “Despite being a historically disappointing investment due to overambitious and undisciplined U.S. expansion during the pandemic, Naked Wines is showing clear signs of stabilization. Under new management, the company is successfully executing cost cuts, normalizing its inventory levels, and freeing up capital to rebuild value.” | BULL | Q3 2025 Jul 1, 2025 | 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.
