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 |
|---|---|---|---|---|
Ganes Focused Value Fund Ganes Capital Management Limited | “Despite a sharp stock decline triggered by proposed Australian legislation to ban debit card surcharges, the manager held onto Smartpay due to untouched New Zealand operations. This patience was rewarded with a takeover offer from Shift4 at more than double the depressed stock price, securing solid long-term returns.” | BULL | Q2 2025 Jun 30, 2025 | 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.
