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 |
|---|---|---|---|---|
Forager International Shares Fund Steve Johnson | “eWell is a good example. The company develops software for the healthcare sector, particularly in home-visit nursing. eWell's share price has fallen 26% over the past year, valuing the business at 20 times next year's earnings. Those earnings are growing quickly though. If growth continues at the rate we expect, it will be 11 times earnings in three years' time and still growing rapidly. Management is also returning cash to shareholders through a combination of dividends and a recently announced share buyback. It's not as much as we'd like, but it's a good start.” | NEUTRAL | Q2 2026 Jul 15, 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.
