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 |
|---|---|---|---|---|
Maran Capital Management Dan Roller | “Scott's Liquid Gold has successfully transitioned from a levered business to a net-cash position through extensive brand divestitures. The company has announced a transformative merger agreement with Horizon Kinetics, which will create a combined entity with hundreds of millions in net tangible assets and a substantial asset management business.” | BULL | Q4 2023 Jan 19, 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.
