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 |
|---|---|---|---|---|---|
| Author / Source | Analysis Excerpt | Stance | Date | Action |
|---|---|---|---|---|
@triplesinvesting Substack (triplesinvesting) | “Energy World Corporation is on the verge of a turnaround, having sold gas turbines for $350 million, which is double its market cap. The company will have net cash o...” | BULL | Aug 20, 2026 | View Pitch |
@triplesinvesting Substack (triplesinvesting) | “Energy World Corporation is undergoing a significant transformation, selling gas turbines for $350M, which is double its market cap, and eliminating its debt. The sa...” | BULL | Aug 4, 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.
