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 |
|---|---|---|---|---|
Curreen Capital Christian Ryther | “GetBusy provides online document exchange systems—primarily for accountants. GetBusy spun out of Reckon in August 2017, and has continued to grow since then. GetBusy...” | BULL | Q2 2026 Aug 10, 2026 | View Pitch |
Curreen Capital Christian Ryther | “A UK-listed microcap provider of online document exchange systems that continues to double its revenues with minimal share dilution. Although currently barely profitable due to growth reinvestments, its sustainable core businesses in the US and UK trade at a cheap 1.5x revenue multiple.” | BULL | Q4 2024 Dec 31, 2024 | View Pitch |
Curreen Capital Christian Ryther | “GetBusy operates essential document exchange systems for accountants, with profitable core operations in the U.K. and growing international business lines. While GAAP earnings remain negative due to growth investments, the underlying regional businesses are highly profitable and self-sustaining.” | BULL | Q4 2023 Dec 31, 2023 | 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.
