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 |
|---|---|---|---|---|
Horos Asset Management Javier Ruiz, CFA | “We initiated two closely linked positions: the French holding companies Bolloré and Compagnie de l'Odet. Bolloré is a French company with more than 200 years of history that has acted as the investment vehicle of the Bolloré family. In recent years the group has been very actively simplifying this structure in order to unlock its value. Following major moves, Bolloré today holds significant investments in the communications sector (with stakes in companies such as Universal Music Group), in energy distribution (Bolloré Energy) and in some industrial businesses. In our view, a conservative valuation of the investments, together with the cross treasury-stock effect, leaves the group trading at a large discount and does not reflect the historic value creation achieved by the Bolloré family's stewardship.” | NEUTRAL | Q2 2026 Jul 29, 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.
