Letters by company
Adyen NV
2 letters discussing ADYEN. Everything written about it on this site is on its ticker page.
- Patient Capital Management 2Q26 Portfolio Activity & Attribution Opportunity Equity added Adyen, Global Payments, Genius Sports, Fidelity Wise Origin Bitcoin Fund and QXO preferreds while exiting iShares Bitcoin Trust, Dave & Buster's and Noble. The strategy argues that depressed expectations in managed care, biotech, payments, offshore drilling and Adobe obscure durable earnings power and consolidation opportunities. 2Q26 +17.3% ADBE $110BADYEN $39BCVS $120BFBTC
- RGA Investment Advisors AI Bottleneck Mania: Crashing Up, and the Opportunities Left Behind RGA Investment Advisors argues that a concentrated AI infrastructure trade created dislocations across the rest of the market. It bought GitLab, Adobe, Adyen and Mips on differing AI and valuation theses, funded by sales of Lattice Semiconductor, Disney and Workday plus an Alphabet trim, and expects to retain Fox shares after its Roku acquisition closes. Q2 2026 — ADBE $110BADYEN $39BFOX $25BGTLB $7B
