Letters by company

U-Vend Inc

2 letters discussing UVND. 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 UVND delistedYUBCF $813MABSO
Protean Funds How to believe in impossible things Protean Select argues that AI adoption in Europe faces underpriced political and regulatory friction, pairing longs in perceived AI losers with shorts in richly valued beneficiaries. Protean Small Cap added Indutrade and Truecaller, joined the Nordtech, Savox and Tången IPOs, sold Viva Wine and CINT after bids, and initiated Skanska while maintaining a short in Telia. June 2026 CINT $223MIDDWF $9.6BNTECH