Thesis Tracker

The database of professional investment commentary on ASX-listed companies: 12,245 comments from 167 fund managers. General information, not financial advice.

[Thesis Tracker @thesistracker]

Mineral Resources (ASX:MIN): see what fund managers are saying, from their own reports and letters.

https://t.co/8CEdhukScZ

#MIN #ASX #MineralResources

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Looking at Charter Hall Group (ASX:CHC)? See what Australian fund managers are saying about it.

https://t.co/gCT7Duq171

#CHC #ASX #CharterHallGroup

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Following SRG? See what fund managers have published about SRG Global (ASX:SRG) and how their positions have changed.

https://t.co/FDcjX7zT2R

#SRG #ASX #SRGGlobal

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Researching Netwealth Group (ASX:NWL)? See which Australian fund managers have written about it, and what they said.

https://t.co/HwIXphmHkb

#NWL #ASX #NetwealthGroup

General information only, not financial advice.

[Thesis Tracker @thesistracker]

What are fund managers saying about Southern Cross Electrical Engineer (ASX:SXE)? Every published comment, by manager, in one place.

https://t.co/3z3DZZ8scn

#SXE #ASX #SouthernCrossElectricalEngineer

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Follow a fund manager: open their page and select Follow. Their comments show in your Following feed, and Pro emails you when they publish.
https://t.co/E5ACSz236p #ASX #investing

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Interested in CAR Group (ASX:CAR)? See what fund managers are saying about it.

https://t.co/OViYqL3gyr

#CAR #ASX #CARGroup

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Seek (ASX:SEK): see what fund managers are saying, from their own reports and letters.

https://t.co/ubEQDub9Y7

#SEK #ASX #Seek

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Light & Wonder fell 17% after a major shareholder sold a block at a discount.

Investors Mutual and Ten Cap added. ICE holds it in its top 10. Antares, L1, Sage and Totus held.

$LNW #ASX
https://t.co/HJImhXCFJq

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Looking at NEXTDC (ASX:NXT)? See what Australian fund managers are saying about it.

https://t.co/Jvp0ra8PZG

#NXT #ASX #NEXTDC

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Following WOW? See what fund managers have published about Woolworths Group (ASX:WOW) and how their positions have changed.

https://t.co/zi3wLWtjJS

#WOW #ASX #WoolworthsGroup

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Not stock tips. Decisions.

In the past 12 months Australian fund managers reported: 537 opened, 556 increased, 5,443 held, 441 reduced, 394 exited.

Each with the manager, date and reasoning.
#ASX
https://t.co/WMgDjYv9g0

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Researching Cochlear (ASX:COH)? See which Australian fund managers have written about it, and what they said.

https://t.co/SyzArpB5Zd

#COH #ASX #Cochlear

General information only, not financial advice.

[Thesis Tracker @thesistracker]

PLS Group fell 27% in September as lithium reversed.

Paradice stayed overweight, Blackwattle and Perennial held, and Argonaut built a position from zero. Auscap had trimmed.

$PLS #ASX #lithium
https://t.co/nSLBsn2Qol

General information only, not financial advice.

[Thesis Tracker @thesistracker]

What are fund managers saying about Wesfarmers (ASX:WES)? Every published comment, by manager, in one place.

https://t.co/QAKgahwG5K

#WES #ASX #Wesfarmers

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Add your whole portfolio at once: Account, Upload a watchlist or portfolio, download the CSV template, one ASX ticker per row, then Upload. Pro can save units as holdings.
https://t.co/p1Av7o1v2T #ASX #investing

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Interested in Codan (ASX:CDA)? See what fund managers are saying about it.

https://t.co/AjCVTGW0nI

#CDA #ASX #Codan

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Ramsay Health Care (ASX:RHC): see what fund managers are saying, from their own reports and letters.

https://t.co/Z4B19LGqll

#RHC #ASX #RamsayHealthCare

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Megaport rose about 25% in September on AI contracts worth A$979m.

Nine fund managers held it, including Selector, Perennial, Milford and Wilson. Not owning it cost Spheria.

$MP1 #ASX
https://t.co/OmHHDA9GVE

General information only, not financial advice.

[Thesis Tracker @thesistracker]

Looking at Hub24 (ASX:HUB)? See what Australian fund managers are saying about it.

https://t.co/1wys28JWQY

#HUB #ASX #Hub24

General information only, not financial advice.