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 |
|---|---|---|---|---|
Pangolin Asia Fund James, Bill & Vinchel | “Bermaz Auto has faced pressure from cheap Chinese imports impacting its Mazda sales, but is actively pivoting by securing new Chinese franchises and expanding its Kia lineup. With the rollout of promising models like the Kia Sportage and a compelling 10% dividend yield, the business remains fundamentally sound.” | BULL | Q4 2024 Jan 8, 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.
