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 |
|---|---|---|---|
“PayFare offers gig workers (Uber, DoorDash, Lyft) the ability to receive the wages they earn in real-time. These companies partner...” | Q4 2023 Dec 31, 2023 | Preview | |
“Van der Mandele's fund delivered a narrowly positive return in 2024 but significantly underperformed benchmarks driven by expensive US large caps. The manager maintains...” | Q4 2024 Jan 3, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PAY.TO.
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.
