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 |
|---|---|---|---|---|
DKAM Donville Kent Asset Management Jason & Jesse | “Zedcor is expanding its security tower fleet rapidly toward a long-term goal of over 12,000 units while maintaining operational excellence. Accounting depreciation rules mask the true durability and cash-generating ability of its assets, making the stock look attractive relative to its forward growth.” | BULL | Q4 2024 Dec 31, 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.
