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 |
|---|---|---|---|
“The three biggest detractors to the partnership's performance this quarter were Journey Medical (DERM), Beyond (BYON), and TransMedics (TMDX).” | Q4 2024 Jan 1, 2025 | Preview | |
“THB Micro Cap Strategy targets inefficiencies in the 1,700-stock Russell Microcap universe through concentrated holdings of 90-125 high-quality securities. Despite Q4 underperformance...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BYON.(3 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.