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 |
|---|---|---|---|---|
Langdon Global Smaller Companies Greg Dean | “Hypoport experienced valuation compression due to market concerns over AI workflow disruption, despite posting high single-digit revenue growth and improved earnings power. Expecting 2026 earnings to expand 150% above 2024 levels, the manager has materially increased this position to a maximum or near-maximum weight.” | BULL | Q1 2026 Apr 15, 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.
