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 |
|---|---|---|---|---|
Contrarius Global Equity Fund Waystone Management Company (IE) Limited | “Just Eat Takeaway is the dominant food delivery player in Northern Europe, the UK, and several other international regions. Management has driven significant profitability improvements by raising commission rates, cutting promotional spend, and imposing minimum orders, which positions the company to generate positive EBITDA and high cash flow.” | BULL | Q1 2023 Mar 31, 2023 | 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.
