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 | “Nanosonics is a high-margin infection prevention equipment maker benefiting from a highly profitable razor-and-blade model. With robust double-digit growth in consumables and services, margin expansion is accelerating while its new endoscope device Coris offers unpriced upside.” | BULL | Q1 2025 Mar 31, 2025 | View Pitch |
Lakehouse Small Companies Fund Donny, Erwin, Nick, and the Lakehouse Team | “Nanosonics obtained FDA clearance for its CORIS system, which automates and improves flexible endoscope cleaning. CORIS faces lower adoption barriers than previous products due to mandatory endoscope cleaning rules and stands to generate high-margin recurring consumable sales. The business can leverage existing hospital sales channels to accelerate commercialization.” | 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.
