Letters by company

Enova International, Inc.

1 letter discussing ENVA. Everything written about it on this site is on its ticker page.

Blue Tower Asset Management Q2 2026: Oil's Exhausted Buffers and the Case for Energy Blue Tower retained Enova International despite expected merger-related volatility, arguing that its combination with Grasshopper Bank will broaden markets and lower funding costs. The portfolio added Petrobras and SM Energy as an oil-price hedge, citing dwindling global inventories, constrained Hormuz traffic, Chinese stockpile drawdowns and producer capital discipline. Q2 2026 ENVA $4.3BPBR $78BSM $8.1B