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 |
|---|---|---|---|---|
Curreen Capital Christian Ryther | “A recent spinoff from Vivendi, Havas is an advertising and public relations firm trading at a highly discounted valuation of less than 7x trailing cash earnings. The manager highlights its historical resilience during economic downturns and its ability to compound capital through bolt-on acquisitions and dividend payouts.” | BULL | Q1 2025 Jan 1, 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.
