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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Templeton and Phillips view the current market selloff driven by Trump administration tariff negotiations as a precious opportunity to acquire bargains in quality stocks. The managers argue...” | Q1 2025 Apr 18, 2025 | Preview | |
“Mayar Capital's Q3 2023 letter reflects on a challenging 24-month period of underperformance while maintaining conviction in their value investing approach. The fund declined...” | Q3 2023 Oct 15, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BN.PA.(1 additional institutional mentions locked).
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.
