Manole Capital
Manole Capital Management Fintech Long/Short Strategy
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy, behind 6 investment theses and positions in 29 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Manole Capital for every strategy.
Also held
Its investment theses
- PayPal Holdings, Inc.Sep 2026PayPal Holdings, Inc. is viewed as a comparable platform to Alipay, with Venmo showing the value of prioritizing user adoption before monetization.
- Visa Inc.Sep 2026Visa Inc. is expanding digital payments with Tap to Phone, leveraging its scalable platform and merchant adoption opportunity.
- Ant GroupSep 2026Ant Group operates Alipay and a broad fintech ecosystem, with massive scale and user engagement, but faces regulatory and geographic concentration risks.
- Intercontinental Exchange, Inc.Sep 2026Intercontinental Exchange, Inc. benefits from recurring market-data revenues tied to exchange activity and quant trading.
- Cboe Global Markets, Inc.Sep 2026Cboe Global Markets, Inc. has a recurring data revenue opportunity from exchange trading and market-data monetization.
- Nasdaq, Inc.Sep 2026Nasdaq, Inc. generates meaningful market-data revenue alongside its exchange business, supporting recurring cash flow.