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 Australian Shares Fund Steve Johnson | “Another to see its share price fall despite continued progress was tradie portal hipages. At the first-half result revenue increased 11%, with Australian subscription revenue per client increasing 9%. The business is getting continually better at pricing leads for tradies closer to the value those leads provide. The business is also building a broader ecosystem through job management features in its tradiecore platform. A small recent acquisition and steps into the broader monetisation of both its homeowner and tradie base should improve investor confidence in medium term revenue growth. Cost control remains strong, with between forty and fifty percent of incremental revenue expected to drop through to pre-tax free cash flow. At the current price, down 24% over the year, the company's progress is not being given much credit.” | 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.
