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 |
|---|---|---|---|---|
Sandon Capital Gabriel Radzyminski | “A2B completed major property sales and declared a $0.60 special dividend before agreeing to a acquisition scheme with ComfortDelGro at $2.05 total consideration. Sandon's multi-year activist campaign successfully restructured the board, turned around core taxi operations, and unlocked substantial asset value.” | BULL | Q4 2023 Dec 31, 2023 | 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.
