Letters by company

Merlin, Inc.

1 letter 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 $24BFTAI $18BMETA $2T