
In todayβs post:
π» Shorts Have Never Been Bigger

π» Shorts Have Never Been Bigger
Patria Investments $PAX ( β² 2.67% ) is trading at $11.23. That prices it at 7.6x the midpoint of its fee-related earnings guidance for fiscal 2026.
Its peers trade at 23x.

So either the market has spotted a crack nobody's talking about, or a Latin American asset manager just got left in the bargain bin. Let's find out which.
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