Friday, July 31, 2026

Meta: 2Q26 Business Update

Meta's 2Q26 revenue rose 27%, but capex, depreciation and nascent cloud and AI ambitions raise margin and return risks as it maximizes 2026–27 compute capacity.

META $1.8T

Speedwell Memos Jul 31 3 clicks

Jul 31 AMZN $2.7T

Amazon 2Q'26: AWS Gets the Love

MBI Deep Dives 2 clicks

Jul 30 META $1.8T

Meta 2Q'26: Not Amazing, Not Bad, and Still Compelling

MBI Deep Dives 3 clicks

[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO

Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…

ODFL $37B

scuttleblurb Jul 30 2 clicks

Google’s AI Return on Investment

Alphabet’s $132 billion AI capex produced an estimated 49% post-tax incremental ROIC once only in-service assets are counted, versus a…

GOOGL $4.2T

Bristlemoon Capital Jul 28 4 clicks

DoorDash: The Infrastructure of Local Commerce

DoorDash built a last-mile logistics network around restaurant delivery, then extended it to groceries, convenience, and other local…

DASH $83B

MBI Deep Dives Jul 28 4 clicks

Under the Hood - Adobe Inc. ($ADBE)

Adobe generates 96% of revenue from subscriptions and converts over 40% into free cash flow, but generative AI tests whether Creative…

ADBE $90B

Bearhold Research Jul 27 3 clicks

Under the Hood - Tractor Supply ($TSCO)

Tractor Supply’s 2,602-store rural retail network supported 30+ years of growth.

TSCO $16B

Bearhold Research Jul 23 2 clicks

Boston Scientific Has to Keep Buying the Future

Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…

BSX $61B

scuttleblurb Jul 20 3 clicks

[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China

Synopsys and Cadence retain EDA pricing power through entrenched design flows, foundry relationships and high switching costs; AI-driven…

SNPS $97B

scuttleblurb Jul 16 3 clicks

$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity

CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…

CBZ $3B

Yet Another Value Podcast Jul 14 3 clicks

Under The Hood - Sprouts Farmers Market, Inc.

Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…

SFM $6.1B

Bearhold Research Jul 11 4 clicks

$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds

VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…

VEON $5.3B

Yet Another Value Blog Jul 1 2 clicks

APG · long

Api Group CORP

APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.

APG $18B

Value Investors Club Apr 28 13 clicks

Uber Stock Breakdown (Five Minute Money)

Uber’s $50 billion revenue and $4.5 billion operating profit reflect a turnaround from years of subsidy-heavy growth, with autonomous…

UBER $140B

Speedwell Memos Jan 16 3 clicks

Trying to get access to Google's new agentic AI

Google’s A$205-a-month AI Ultra subscription advertised Project Mariner access, but Australians were excluded from the agentic AI trial.

GOOGL $4.2T

John Hempton's Newsletter Jun 30 4 clicks

Brookfield's New Lawsuit

Brookfield faces whistleblower allegations over its VC funds; $569 million of Q1 buybacks challenges claims that $8 million of remaining…

BN $81B

310 Value’s Newsletter May 15 4 clicks

When extend and pretend is a virtue

Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…

UPST $2.3B

John Hempton's Newsletter May 6 3 clicks

Brookfield Corp. - Get a Buck for Fifty Cents

Brookfield Corp. trades at 13.2x 2025 distributable earnings and $45.97 against management’s $91.76 sum-of-the-parts Plan Value, discounted…

BN $81B

310 Value’s Newsletter Apr 10 4 clicks

Industrial and Commercial Bank of China

ICBC’s chairman describes embedding Chinese Communist Party leadership, anti-corruption campaigns and Xi Jinping Thought into governance at…

IDCBF $416B

John Hempton's Newsletter Nov 16 1 click