British American Tobacco: Narrowed
British American Tobacco targets 2 to 2.5x leverage by year-end as U.S. Vuse sales grow double digits and modern oral volumes rise 57.5% in…
Sunday, August 2
Sunday, August 2, 2026
Everything we published on this day.
8 stories — the front page that day →
Devin LaSarre on X
Newest out. British American Tobacco: Narrowed $BTI $PM $MO $IMBBY $HAYPP $STG https://t.co/EPt01RC0Kk
Interview with Roderick van Zuylen
Roderick van Zuylen discusses Night Watch’s value strategy, catalyst-driven screening and positions in Asian equities including Dream…
WD #352: Situational Awareness, Warsh, ICE/MKTX, Overvalued EM Currencies
ICE's purchase of MarketAxess spotlights takeout risk for value stocks, while the Situational Awareness blow-up, Kevin Warsh's FOMC presser…
META 2Q26 Earnings Update
Meta's Q2 advertising revenue rose 27% to $59.4 billion, while costs climbed 55%, cutting operating margin to 31%.
David Orr on X
I give it 50%+ chance that $BTC bitcoin trades for under $1k by 2032, probably a bit sooner.
JabroniCoin.USD on X
Semrush found that Reddit citations collapsed in ChatGPT through 2025. And in AI responses in general. Different reasons have been proffered, but I for one am glad SEO spam and human-generated nonsense is being weighted less $RDDT https://t.co/J1qIjVsvlO
Floor & Decor 2Q'26: Tentative Green Shoots
Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…
