LongMRLNMar 2026
Merlin Labs
Merlin Labs, a recent de-SPAC, is an under-followed company that the market has not properly analyzed. Its 'tiny public float, locked-up insiders,' and entry through the SPAC…
MRLN
1 published idea on Merlin Labs across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Merlin Labs: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Merlin Labs, a recent de-SPAC, is an under-followed company that the market has not properly analyzed. Its 'tiny public float, locked-up insiders,' and entry through the SPAC…