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 | “Tyro Payments proposed an acquisition of competitor Smartpay to solidify market share in merchant acquiring and capture significant cost synergies. Tyro's disciplined cost structure and strong cash generation support upside regardless of M&A execution.” | 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.
