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 |
|---|---|---|---|
“Century Management's analysis deconstructs the S&P 500's current P/E ratio of 23.46x to reveal the underlying drivers of equity valuation. Using an extended...” | Q3 2025 Oct 27, 2025 | Preview | |
“Century Management analyzes the S&P 500's current P/E ratio of 23.46x, which ranks among the highest since 1963, to determine whether markets are overvalued or justified by current conditions. Using an extended...” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SPX.
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.