Letters by company

Planet Labs PBC

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

Unconventional Value Mid Year 2026 Letter Pagaya became the largest position after proceeds from a trimmed Planet Labs stake were redeployed into its lender data network and AI-enabled underwriting platform. Remitly was increased on expectations of share gains in remittances, while MNTN was added as a simpler CTV advertising platform for small businesses. first half of 2026 PGY $1.5BMNTN $704MPL $4.9B