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 |
|---|---|---|---|---|
Kathmandu Capital Brent Jackson | “Kaspi operates a dominant, highly profitable tech super app in Kazakhstan, commanding massive market share in e-commerce, consumer finance, and payments. It trades at a highly discounted 8.5x forward earnings multiple due to its geographic classification and regional geopolitical fears. The manager highlights Kaspi's low user service overlap, strong growth potential in Central Asia, and a potential future U.S. uplisting as catalysts to double the share price.” | BULL | Q4 2023 Oct 17, 2023 | 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.
