Letters by company

Novonesis (Novozymes) A/S

1 letter discussing NSIS-B. Everything written about it on this site is on its ticker page.

Protean Funds Lost in Generation Protean Funds argues that AI-generated sell-side research will commoditize consensus and make firsthand research more valuable. Protean Select balanced AI exposure through longs in Mycronic and Novonesis against shorts in Wärtsilä, Lifco and AAK, while identifying Ratos as an undervalued collection of improving industrial assets. October 2026 AAK $4.7BLFABF $13BNSIS-B $29B