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 | “AMA Group, an owner of panel beaters, is one of these. Its Capital SMART segment remains in high gear, with strong margins continuing. A better relationship with the primary insurance client in this segment will lead to more locations and improved volumes over time. There is still work to be done to lift the AMA Collision segment to better margins through network optimisation and process improvements. Taken together, AMA's other segments have continued to contribute as expected. Despite the pressures brought on by higher fuel prices and cost of living pressures, profit guidance was maintained at the third-quarter results. Yet the stock has more than halved in the 2026 financial year.” | 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.
