Letters by company

Green Dot CORP

2 letters discussing GDOT. Everything written about it on this site is on its ticker page.

Curreen Capital Quarterly Letter, April–June 2026 Curreen Capital bought Optimum Communications ahead of its tender offer, expecting Patrick Drahi to consolidate control before restructuring negotiations. It rotated from Solventum, Kontoor, Truecaller and Pluxee into Green Dot and TriNet, then exited Green Dot when the CommerceOne merger timetable became less certain. April–June 2026 GDOT $695MOPTU $250MTNET $3.1B
Alluvial Capital Management Q2 2026 Letter to Limited Partners Alluvial Fund added to Zegona Communications after trimming the position to control concentration, arguing that its telecom turnaround, refinancing and future capital returns remain undervalued. The fund plans to fully exercise McDermott International rights, viewing the financing as a balance-sheet repair that enables larger contract bids. It also retained long-term holdings while trading Talen Energy options around AI-driven volatility. Second Quarter 2026 ZEG $5.2BDGXX $267MDIG $448M