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 |
|---|---|---|---|---|
Avenue Investment Management Bryden Teich | “Wheaton Precious Metals (WPM) is a top Avenue position, offering diversified exposure across gold and silver. The firm earns royalty and streaming income from multiple mines and benefits from a 27-year production life, plus an additional 37 years of inferred reserves. Silver represents 39% of revenue, supported by industrial demand from solar and AI data centers. BSD Analysis: Wheaton's mix of gold-silver royalties provides stability with industrial upside. High-margin streaming contracts, long reserve duration, and inflation resilience make it a defensive compounder. Silver's growing role in energy transition and data center demand reinforces secular support.” | BULL | Q3 2025 Sep 30, 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.
