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 |
|---|---|---|---|
“Business Owner TGV follows a concentrated, long-term value investing approach, selecting companies based on four criteria: ten-year durability, competitive advantage building, quality management, and attractive pricing. The fund maintains...” | Q2 2023 Jun 30, 2023 | Preview | |
“Explicitly defined as 'A mistake' because the company forgot it was a business, made big liquidity mistakes, and is no longer run by its owner-managers.” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $RYM.NZ.
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.
