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 |
|---|---|---|---|
“Both of these names were positions held since 2019 at 3-4% weightings in the Fund, during the covid-era we trimmed the holdings in shares by 80% as the prices of both companies increased by 3-4x. At the beginning...” | Q1 2023 Apr 14, 2023 | Preview | |
“Ross & Van Compernolle's ASEAN-focused fund experienced a challenging Q4 2024, declining 14% despite strong underlying fundamentals, finishing the year down 6.1% after a strong first nine months (+9.6%). The fund successfully...” | Q4 2024 Feb 10, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $JMART.BK.
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.
