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 |
|---|---|---|---|---|
Symmetry Invest Andreas Aaen | “Admiral delivered 96% profit growth in 2024 due to industry-wide price increases, yet remains significantly undervalued. The market overlooks profit deferrals inherent in quota share reinsurance, setting up 2025 and 2026 for record earnings. At 9.5x 2025 earnings and offering an 8-9% dividend yield, the stock trades far below historical multiples.” | BULL | Q4 2024 Dec 31, 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.
