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Vend: The Rashomon Stock
2026-05-06 · via All Articles on Seeking Alpha

Summary

  • During April, Protean Funds initiated a long position in Vend.
  • The AI threat to marketplaces is limited because these platforms own their inventory.
  • Vend continues to simplify and is delivering reasonably on both cost initiatives and shareholder friendliness.
  • M&A has returned to the classifieds space with GameStop bidding for eBay.

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Protean Funds Scandinavia AB (PFS) manages the funds Protean Select and Protean Small Cap. PFS AB is an investment firm supervised by the Swedish FSA, Finansinspektionen and holds a licence for discretionary portfolio management. Protean Funds Scandinavia AB was founded in January 2022. The funds are managed by Pontus Dackmo and Carl Gustafsson. Note: This account is not managed or monitored by Protean Funds, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Protean Funds' official channels.

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