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 |
|---|---|---|---|---|
Polen Capital - Emerging Markets Growth Portfolio Manager | “InPost, a dominant Polish automated parcel machine operator, recently saw near-term earnings headwind due to an acquisition integration in the UK. However, the manager believes the long-term outlook is intact, as the company shifts towards high-efficiency APM solutions across Europe, with margins and free cash flow set to normalize over the next nine months.” | BULL | Q3 2025 Sep 30, 2025 | View Pitch |
Asheville Capital Management Jake Barfield | “InPost has delivered robust financial growth over a two-year holding period, supported by its dominant Polish cash cow segment and rapidly scaling international automated parcel machines. The company has a strong competitive moat protected by massive capital entry barriers and high merchant integration agreements, setting up a long-term earnings inflection curve. The manager anticipates a 15% revenue compound annual growth rate over the next five years.” | BULL | Q4 2024 Jan 21, 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.
