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 |
|---|---|---|---|
“Vltava Fund's Daniel Gladiš contrasts disciplined value investing with casino-like market speculation, arguing that retail day trading and options gambling create opportunities for patient investors. The fund sold...” | Q1 2025 Apr 1, 2025 | Preview | |
“Distillate Capital maintains their disciplined value approach, achieving a 6.9% free cash flow yield versus 4.5% for the S&P 500 by avoiding richly valued mega-caps. Despite underperforming in...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $WSM.(12 additional institutional mentions locked).
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.