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 |
|---|---|---|---|---|
Cooper Investors Global Equities Fund (Unhedged) Cooper Investors Pty Limited | “Eurofins Scientific experienced weaker-than-expected organic growth in Q3 due to a localized issue with a single pharmaceutical customer. Despite low investor trust and short-term performance setbacks, the manager maintains a positive view of the company's long-term economic recovery and strategic plan.” | BULL | Q4 2024 Dec 31, 2024 | View Pitch |
Giverny Capital Asset Management David M. Poppe | “Eurofins Scientific lost 25% of its value following a short-seller attack that targeted founder real estate leases and productivity metrics. The manager views the short report as fundamentally flawed due to incorrect peer comparisons and anticipates strong volume recovery, margin improvement, and share buybacks.” | BULL | Q2 2024 Jun 30, 2024 | 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.
