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 |
|---|---|---|---|---|
Pabrai Wagons Fund Mohnish Pabrai | “Edelweiss is the fund's largest high-conviction position, representing a significant portion of its total assets. The manager highlights that the business operates a capital-light, high-ROE, and high-growth business model in nascent financial segments in India, yet trades at less than one-third of its intrinsic value. A key upcoming catalyst is the planned spin-off of several business units.” | BULL | Q1 2025 Mar 31, 2025 | 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.
