Letters by company

Merlin, Inc.

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

Crossroads Capital, LLC Crossroads Capital Q1 2026 Investor Letter Crossroads Capital kept the core book largely unchanged, exited Vistry after its CEO resignation undermined the transformation case, and increased Nebius as execution de-risked the business. It argues AST SpaceMobile has cleared manufacturing constraints ahead of batch launches, while FTAI Aviation’s MRO model and power initiative broaden its earnings drivers. Q1 2026 ASTS $14BFTAI $20BMETA $1.6T
Fairtree Asset Management Fairtree Global Listed Real Estate Fund Q3 2026 commentary Fairtree Global Listed Real Estate Fund reduced its US underweight, moved Australia and Singapore to neutral, and cut overweight positions in the UK, EU and Hong Kong as relative valuations and operating conditions shifted. It retained conviction in industrial, healthcare and Hong Kong property, exited Unibail, and favoured businesses with strong balance sheets and capital management. Q3 2026 —