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 |
|---|---|---|---|---|---|
| Author / Source | Analysis Excerpt | Stance | Date | Action |
|---|---|---|---|---|
@triplesinvesting Substack (triplesinvesting) | “St Barbara Limited is significantly undervalued, trading at its cash value while owning 50% of a gold asset recently valued at $390 million. The company has no debt ...” | BULL | Aug 20, 2026 | View Pitch |
@triplesinvesting Substack (triplesinvesting) | “St Barbara Limited is trading below its cash value, offering a unique investment opportunity. The company has A$509M in cash and listed securities against a market c...” | BULL | Aug 4, 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.