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Marram Exits PayPal Holdings (PYPL) Due to Thesis Breakdown
Insider Monkey4d agoneutral
Marram Exits PayPal Holdings (PYPL) Due to Thesis Breakdown

Marram Investment Management’s second-quarter 2026 investor letter reports a +2.7% portfolio return (net of fees), resulting in a year-to-date return of +3.2%. A copy of the letter can be downloaded here. Cumulatively, since inception, the firm has achieved a +632.4% return and a +13.7% annualized return, net of fees. Positive contributions came from MLP Energy […]

Silver Beech’s Investment Thesis for Arthur J. Gallagher (AJG)
Insider Monkey4d agoneutral
Silver Beech’s Investment Thesis for Arthur J. Gallagher (AJG)

Silver Beech Capital, a value-oriented investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Since its inception, Silver Beech has achieved a net annualized return of 17.8%, representing an annualized outperformance of 3.4% over the S&P 500. The fund returned 10.2% year-to-date through July 2026, compared to the S&P […]

Investing.com4d agoneutral
Goldman Sachs in talks to acquire Palmer Square, Bloomberg says

Investing.com -- Goldman Sachs Group Inc (NYSE:GS) has emerged as the lead bidder to acquire Palmer Square Capital Management, a credit-focused asset manager overseeing $37 billion, according to reporting from Bloomberg, citing people familiar with the matter. The potential transaction marks the latest step in Goldman’s ongoing effort to bolster its $4 trillion asset management division. While discussions remain ongoing and could still end without a deal, the negotiations underscore the Wall Str