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 |
|---|---|---|---|---|
DKAM Donville Kent Asset Management Jason & Jesse | “Cipher Reported Q1 Earnings – Cash Earnings +94%. Revenue $12.5M +4%, Cash Earnings $8.6M +94%, Cash Margin 69%, Cash EPS $0.34 +68%, Net Cash $6.4M. Cipher is now Net Cash ($6.4M) after paying back all of the debt used to fund the Natroba acquisition. The business is now at a point where they have integrated the acquisition and reduced SG&A costs by 42% (reason for the large jump in earnings). They are now focusing a significant amount of time working on potential acquisitions plus launching a DTC sales model for Natroba in the US, in-licensing complimentary products, out-licensing Natroba globally, and pursuing the launch of Natroba in Canada.” | NEUTRAL | Q2 2026 Jul 10, 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.
