Letters by company
Cint Group AB
4 letters discussing CINT. Everything written about it on this site is on its ticker page.
- Protean Funds How to believe in impossible things Protean Select argues that AI adoption in Europe faces underpriced political and regulatory friction, pairing longs in perceived AI losers with shorts in richly valued beneficiaries. Protean Small Cap added Indutrade and Truecaller, joined the Nordtech, Savox and Tången IPOs, sold Viva Wine and CINT after bids, and initiated Skanska while maintaining a short in Telia. June 2026 IDDWF $9.6BNTECH SKSBF $11B
- Protean Funds The Rashomon Effect Protean reversed its Vend view and initiated a long position, arguing that the market now overstates near-term AI disruption while buybacks, simplification and valuation support the shares. The funds also began building Yubico, added Absolent and Luotea to Small Cap, and exited NCAB over concerns about a developing boom-bust demand pattern. April 2026 YUBCF $1BABSO $224MCOFFEE-B $422M
- Protean Funds Fog of War Protean Funds bought Nibe on the view that Europe’s energy-security shock strengthens the long-term case for efficient heating, while using March volatility to trim expensive holdings and add indiscriminately sold names. Protean Select cut its capacity limit, while Small Cap added Vimian and Vertiseit and exited Hexpol and Sinch. March 2026 DVYSR $89MNDRBF $9BVERT-B $192M
- Protean Funds Protean Small Cap celebrates a milestone Protean Small Cap reviews its three-year portfolio, arguing that contrarian entry points and active turnover produced winners such as Acast while narrative-driven small caps also created costly mistakes. The fund added Octave for its cash-generative software business, restored Truecaller after an operational trough, and joined Biomar's IPO on improving fish-feed pricing power. Protean Select closed to new subscriptions after crossing its assets threshold. May 2026 ACAST $581MBMKDF $36MOCTV $5.3B
