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 well as high-tech solutions and services provider in the defense and satellite space, Thales SA on valuation.” | Q4 2024 Dec 31, 2024 | Preview | |
“Europe's defense re-armament is creating a generation-long investment opportunity as defense budgets surge 17% to €326bn in 2024, with NATO scenarios implying spending could reach €800-950bn annually by 2030. Industrial policy requiring...” | Q1 2025 Jun 12, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $HO.PA.(6 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.
