Letters by company

Luotea

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

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 UVND delistedYUBCF $813MABSO