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 |
|---|---|---|---|---|
Harvest Lane Asset Management Luke Cummings | “Pointsbet was a highly rewarding arbitrage trade that spanned several months in 2025, characterized by multiple competing bidders. The transaction transitioned from a simple cash offer to a complex bidding war involving cash, scrip, and selective buyback proposals. Harvest Lane capitalized on these extended, contested dynamics to exit the position with strong, premium-driven gains.” | BULL | Q3 2025 Sep 30, 2025 | View Pitch |
Forager Australian Shares Fund Steve Johnson | “PointsBet received multiple acquisition proposals from MIXI and BlueBet. Forager sees strategic value in PointsBet's technology infrastructure and client base, anticipating potential bidding competition among global industry operators.” | 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.
