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 |
|---|---|---|---|
“As mentioned, Consumer names also underperformed, as Evolution Gaming and Square Enix detracted about 50 bps each. The hangover from...” | Q4 2023 Dec 31, 2023 | Preview | |
“We tried our luck in Evolution, seeing an attractive valuation, but covered our losses (and was even short for a while) when we realized the narrative of unregulated Asian revenues was likely to continue weighing on the stock.” | Q4 2024 Jan 7, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $EVO.ST.(15 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.
