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 |
|---|---|---|---|---|
Sigil Core Fund Pavel | “Technically, Zcash is the closest thing to Bitcoin in crypto, while offering enough differences to avoid being a copycat. It is the first practical implementation of a decade of researc” | BULL | Q2 2026 Aug 18, 2026 | View Pitch |
Sigil Core Fund Pavel | “Technically, Zcash is the closest thing to Bitcoin in crypto, while offering enough differences to avoid being a copycat. It is the first practical implementation of...” | BULL | Q2 2026 Aug 18, 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.
