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 | “Catapult is expanding its sports analytics software reach across professional teams while steadily increasing annual contract values per team. Solid margin expansion towards 30% EBITDA targets and highly recurring revenue make recent stock price pullbacks an attractive buying opportunity.” | BULL | Q1 2025 Mar 31, 2025 | View Pitch |
Lakehouse Small Companies Fund Donny, Erwin, Nick, and the Lakehouse Team | “Catapult hosted an investor day highlighting its pathway to scale annual contract revenue to $1 billion from $100 million. Growth will be driven by international expansion, deeper collegiate sports penetration, and substantial increases in contract values via product cross-selling. Backed by solid execution, market leadership, and the new Vector8 wearable, the stock remains a top fund holding.” | BULL | Q1 2025 Mar 31, 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.
