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 |
|---|---|---|---|---|
Gresham House Portfolio Manager | “Trustpilot has demonstrated concrete evidence of AI enhancing its business through better review moderation, improved trust signals, and increased operational efficiency. Its strong financial performance and active share buyback program provide a clear counter-narrative to fears of AI platform disruption.” | BULL | Q1 2026 Mar 31, 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.
