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 |
|---|---|---|---|---|
DKAM Donville Kent Asset Management Jason & Jesse | “The fund exited its position in Kraken Robotics after a substantial price run-up, citing valuation discipline. While acknowledging future upside potential from defense partnerships, management prefers to wait for a more favorable risk-reward entry point.” | BULL | Q4 2024 Dec 31, 2024 | 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.
