| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 9, 2025 | 2Point2 Capital Long Term Value Fund | - | - | 8NI0 GR, LKNCY | Governance, India, Market Liquidity, regulation, Short Selling | 2Point2 Capital argues for the development of a robust short-selling market in India, emphasizing its importance for liquidity, price discovery, and governance. The firm outlines the evolution of shorting rules since the Badla era and compares Indias limited framework to global norms. They contend that credible short sellers enhance transparency, deter fraud, and create a more mature, balanced equity market. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2025 | Seeking Alpha | Forward Analytics | Luckin Coffee Inc. | Consumer Discretionary | Restaurants | Bull | OTC Markets | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||