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 |
|---|---|---|---|
“Since we bought into Energy Resources of Australia, the gross value of its uranium in the ground has increased from $10 billion to $40 billion, dwarfing the ever-increasing cost of rehabilitating its old Ranger mine.” | Q4 2023 Dec 31, 2023 | Preview | |
“Packer & Co's Investigator Trust returned 11% for the financial year, underperforming the Australian market's 15% and global markets' 23% return. The manager believes...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ERA.AX.(1 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.
