Letters by company

Mongolia Growth Group Ltd.

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

Praetorian Capital Q2 2026 Investor Letter Praetorian Capital doubled down on positions benefiting from its “Feudalism” framework while reducing exposure to real-GDP-linked businesses and using refiners as a hedge. It halted its event-driven book for the summer, shifted AI thinking toward second-order beneficiaries, and bought stakes in Lincoln Educational Services and Universal Technical Institute to capture worker reskilling demand. Q2 2026 JOE $3.7BLINC $712MMNGGF $0.5M