Letters by company
OssDsign AB
2 letters discussing OSSD. 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 YUBCF $1.1BABSO $219MCOFFEE-B $415M
- Protean Funds Imagine Sisyphus Happy Protean Select reduced position sizes and gross and net exposure after several core holdings moved against it despite what it views as intact fundamentals. The firm argues that Nordic small-cap selling has created a flow-driven dislocation, while defending Getinge, EQT, Tryg and Sampo and retaining a strategic small- and mid-cap bias. January 2026 GNGBY $7BMSON-A $153MSAXPF $26B
