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 |
|---|---|---|---|
“Ravenscroft adapts to market structure changes from passive investing dominance while maintaining long-term thematic conviction. Q1 volatility from...” | Q1 2025 Apr 17, 2025 | Preview | |
“Distillate Capital advocates selective value investing to avoid two key risks: debt-heavy small caps facing rising interest costs and expensive mega-cap stocks with lofty growth expectations. Their strategy achieves...” | Q3 2023 Oct 11, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ETSY.(14 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.