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 |
|---|---|---|---|---|
Protean Select Pontus Dackmo | “Truecaller has added anti-fraud insurance to its premium subscription tier in India without raising prices, introducing a potential killer feature to accelerate subscriber conversion. Market apathy toward this announcement provided an opportunity to expand the fund's position at attractive valuation levels.” | BULL | Q2 2024 Jun 30, 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.
