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 | “Tuas is an ASX-listed telecommunications company operating the low-cost challenger network Simba in Singapore. The manager holds a Bullish stance, having recently initiated a position based on the firm's disruption of the Singaporean wireless industry and robust net cash balance sheet. The investment case hinges on low-cost operator unit economics and owner-operator capital discipline led by 32% stakeholder David Teoh. Simba maintains over 1.4 million mobile subscribers and holds approximately S$500 million in net cash against an S$820 million market valuation, affording exceptional balance sheet protection while scaling fixed broadband and mobile offerings despite incumbent price competition. Catalysts include resolution of M&A regulatory scrutiny and subscriber ramp in broadband services. Downside risks involve regulatory cybersecurity capital expenditure mandates of S$15 - 30 million and aggressive incumbent pricing wars.” | BULL | Q3 2026 Oct 12, 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.