Manole Capital
Our archive holds 3 letters from Manole Capital, behind 6 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
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2 strategies
Manole Capital publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.
Also filed under Manole Capital.
Companies held · 3
Every company Manole Capital has disclosed a position in across our archive, with the letter that last mentioned it.
Theses · 6
- September 2026
PayPal Holdings, Inc. is viewed as a comparable platform to Alipay, with Venmo showing the value of prioritizing user adoption before monetization.
Read the full thesis - September 2026
Visa Inc. is expanding digital payments with Tap to Phone, leveraging its scalable platform and merchant adoption opportunity.
Read the full thesis - September 2026
Ant Group operates Alipay and a broad fintech ecosystem, with massive scale and user engagement, but faces regulatory and geographic concentration risks.
Read the full thesis - September 2026
Intercontinental Exchange, Inc. benefits from recurring market-data revenues tied to exchange activity and quant trading.
Read the full thesis - September 2026
Cboe Global Markets, Inc. has a recurring data revenue opportunity from exchange trading and market-data monetization.
Read the full thesis - Nasdaq, Inc.September 2026
Nasdaq, Inc. generates meaningful market-data revenue alongside its exchange business, supporting recurring cash flow.
Read the full thesis
Letter archive · 3
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