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 |
|---|---|---|---|---|
Hinde Group Marc Werres | “During the quarter, we built a new position in Mobility Global Inc. common stock (NYSE: MBGL). MBGL began “regular-way”...” | BULL | Q3 2026 Nov 10, 2026 | View Pitch |
Middle Coast Investing Daniel Shvartsman | “Mobility Global ($MBGL), recently spun off from S&P Global, is a data intelligence and automotive software company whose core asset is Carfax, the industry-standard vehicle history database. The manager expanded the fund's bullish holding at prices around $19 per share, targeting an intrinsic value exceeding $25 per share based on projected operational improvements. The business features an exceptional economic moat built upon proprietary, difficult-to-replicate automotive datasets that insulate it from AI disintermediation. The corporate plan targets 7.5% to 10% medium-term top-line revenue growth alongside 50 basis points of annual operating margin expansion once initial standalone spin-off expenses normalize. These dynamics support high free cash flow conversion and strong pricing power across retail dealership and consumer subscription channels. Key catalysts include margin expansion as standalone corporate friction burns off, quarterly execution on growth targets, and index inclusion as spin-off selling pressure clears. Downside risks center on cyclical downturns in automobile transaction volumes and consumer automotive demand.” | BULL | Q3 2026 Oct 12, 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.