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 |
|---|---|---|---|---|
Aoris International Fund Matthew Berry | “The manager presents Telstra as a cautionary tale of a monopoly-like business that became complacent due to a lack of competition. Protected by its fixed-line infrastructure, the company allowed its customer relations to deteriorate and neglected service improvements. When the National Broadband Network introduced genuine competition, Telstra's market share collapsed and its earnings halved.” | BEAR | Q1 2026 May 5, 2026 | 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.
