Remitly Global: Scaling The Wall Of Worry (Ticker: RELY)
Remitly’s Q3 keeps its remittance growth thesis intact as spending cards, memberships and credit products target $1 billion in annual revenue by 2030.
Friday, November 13, 2026
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Investor Letters
All letters- Minotaur Capital October 2026 CROX $7.3BHUT $7.3B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.7B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7B
- Protean Funds October 2026 AAK $4.7BVIMGF $2.2B
- Aristotle Funds third quarter of 2026 PRMRF $3.4B
- Tweedy, Browne Q3 2026 ACI $6.1BAPTV $8B
- Ganes Capital September 2026 Quarter LOV $2.1BSFGLF $4.4B
- Hinde Group third quarter of 2026 MBGL $6.4B
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Deep Sail Capital
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DOMO Capital Management, LLC
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George Noble
Hunterbrook
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Kuppy
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Investor letters we follow
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- Lindsell Train Limited
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- Loomis Sayles — Global Growth Fund
- Lyrical Asset Management
- MJG Capital
- Madison Investments — Small Cap Fund
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- Manole Capital Management
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- Markel Group
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- NS Partners
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- Newport Capital Group
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- Nomura Asset Management — Large Cap Growth Fund
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- Optimist Fund
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- Palm Harbour Capital
- Palm Valley Capital
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- Patient Capital Management
- Peak Asset Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Penn Davis McFarland
- Pershing Square Holdings
- Pittenger & Anderson
- Platinum Asset Management — International Fund
- Plural Investing
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
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- Praetorian Capital
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- ProChain Capital
- Protean Funds
- Pzena Investment Management
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- Quercus Fund
- RD Capital Partners
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- Renaissance Investment Management — Large Cap Growth
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- Robinson Capital Management
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- Rozendal Partners
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- Sandon Capital — Activist Fund
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- Sawgrass Asset Management
- Seafarer Capital Partners
- Sequoia Fund
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- Sound Shore Management
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- Sparrow Wealth Management
- Spheria — Global Smaller Companies Fund
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- Staude Capital — Global Value Fund
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- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
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- Symmetry Invest
- TEAM Asset Management
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- Tall Oak Capital Advisors
- Tapasya Investment
- The London Company
- Third Avenue Management
- Third Point
- TimesSquare Capital Management
- Touchstone — Balanced Fund
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
- Upslope Capital Management
- VH Standard Asset Management
- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Voya Investment Management — MI Dynamic Small Cap Fund
- Vulcan Value Partners
- Warden Capital
- Wasatch Global Investors — Micro Cap Fund
- Wasatch Global Investors — Small Cap Growth Strategy
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
