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 |
|---|---|---|---|---|
Merchant West Daniel King | “During the quarter new positions were entered in Bid Corporation, Kumba Iron Ore, PPC Ltd and Reinet Investments. Our rationale behind Bid Corp and Reinet Investments were triggered wit” | BULL | Q2 2026 Aug 18, 2026 | View Pitch |
Merchant West Daniel King | “During the quarter new positions were entered in Bid Corporation, Kumba Iron Ore, PPC Ltd and Reinet Investments. Our rationale behind Bid Corp and Reinet Investment...” | NEUTRAL | Q2 2026 Aug 18, 2026 | 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.
