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 |
|---|---|---|---|
“Cannabis-focused fund down 26% year-to-date but outperforming sector average of 40% decline. Portfolio positioned with...” | Q1 2025 Apr 23, 2025 | Preview | |
“Mindset Value Fund returned 51% in 2023 by concentrating in undervalued cannabis companies trading at 1-2x EBITDA where institutional investors are absent. The fund owned...” | Q4 2023 Feb 7, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GLASF.(5 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.