Letters by company
Devyser Diagnostics AB
3 letters discussing DVYSR. Everything written about it on this site is on its ticker page.
- Protean Funds No Crying In The Casino Protean Funds argues that short-term stock moves resemble a casino’s random noise, while durable free cash flow determines long-run outcomes. Small Cap added Bonava, Smartoptics and Scandic Hotels and sold Rejlers, while Select trimmed DSV, retained Devyser cautiously and built a position in Neste ahead of a potential diesel squeeze. September 2026 0RD7 0RHA DSV $43B
- Protean Funds Wide Confidence Intervals Protean Funds argues that position sizing should assume investors will sometimes be confidently wrong, after profit warnings at RaySearch and Devyser. Small Cap added to Devyser, rebuilt MT Højgaard and increased real-estate exposure while trimming Truecaller. Select traded Evolution, shorted Industrivärden and added to its Novo Nordisk short after the ZEUS readout. July 2026 DVYSR $89MEVGGF $15BNVO $168B
- 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
