- 3rd Quarter Investor Newsletter Manole Capital emphasizes active position sizing, trimming exchange-related holdings after rapid appreciation while adding to high-conviction businesses during temporary weakness. It favors exchange and financial-infrastructure operators for their data, network effects and recurring revenues, while assessing prediction markets, tokenized deposits and digital payments as extensions of existing financial rails. 3rd Quarter 2026 CBOE $36BCME $108BCOKE $14B
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