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.
Saturday, August 1, 2026
Back to today
This Stock Just Got Cheaper on Better Numbers
A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…
Meta 2Q'26: Not Amazing, Not Bad, and Still Compelling
Meta’s Q2 2026 revenue beat was offset by one-off costs and softer guidance, while generative ad ranking lifted conversions and Family of…
[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…
Entravision: Another Whale Has Emerged
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…
Google’s AI Return on Investment
Alphabet’s $132 billion AI capex produced an estimated 49% post-tax incremental ROIC once only in-service assets are counted, versus a…
DoorDash: The Infrastructure of Local Commerce
DoorDash built a last-mile logistics network around restaurant delivery, then extended it to groceries, convenience, and other local…
Under the Hood - Adobe Inc. ($ADBE)
Adobe generates 96% of revenue from subscriptions and converts over 40% into free cash flow, but generative AI tests whether Creative…
Under the Hood - Tractor Supply ($TSCO)
Tractor Supply’s 2,602-store rural retail network supported 30+ years of growth.
$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
United Parks trades at 8x EBITDA with an 8%+ unlevered cash yield, aggressive buybacks and roughly 80% effective short interest, while…
Boston Scientific Has to Keep Buying the Future
Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…
ASTS · short Ast Spacemobile INC
AST SpaceMobile is priced for a 2026 commercial launch despite no identified path to manufacture or launch its satellite deployment target.
Golden Dome, Quantum, Next-Gen GPS, Oh My... ($FEIM)
Frequency Electronics ($FEIM) trades at its lowest EV/EBITDA multiple since 2016 despite satellite-timing exposure to Golden Dome spending…
Brookfield's New Lawsuit
Brookfield faces whistleblower allegations over its VC funds; $569 million of Q1 buybacks challenges claims that $8 million of remaining…
When extend and pretend is a virtue
Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…
Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)
Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…
Brookfield Corp. - Get a Buck for Fifty Cents
Brookfield Corp. trades at 13.2x 2025 distributable earnings and $45.97 against management’s $91.76 sum-of-the-parts Plan Value, discounted…
Comeback Season: Evolv Eyes Positive FCF, 40% ARR Growth, and Reputational Revival in '25 ($EVLV)
Evolv ($EVLV) targets positive free cash flow and 40% ARR growth in 2025 as delayed filings, an FTC resolution, and leadership changes seek…
CYD and H22 Results First Take:
CYD’s FY24 earnings miss reflected ¥200m of one-offs; adjusted net income reached roughly ¥430m and operating cash flow rose 40%.
Portfolio Updates
CYD was sold near $21 versus an $11 entry after exceeding a $19.50 target; proceeds moved to H22.SI, whose CYD stake implies $1.30 NAV and…
Hong Leong Asia: Unveiling Undervalued Gems in CYD’s Parent Company
Hong Leong Asia (SGX: H22) has 40% base-case upside, driven by its CYD stake’s data-center opportunity and Singapore-Malaysia…
Publications we follow
Every publication on this site, hand-picked.
Newsletters 92
- 310 Value’s Newsletter
- Absurdly Cheap Stocks
- Altay Capital - Mostly Value Investing
- AmsterdamStocks
- Aurelion Research
- Base Hit Investing
- Bearhold Research
- Bearstone
- Behind the Balance Sheet
- Best Anchor Stocks
- Bilbel's Substack
- Bison Insights
- Brevarthan Research
- Bristlemoon Capital
- Byron Street Research
- Calvin Blissett
- Cannibal Stocks
- Capital Employed
- Capitalist Letters
- Cassandra Unchained
- Citrini Research
- Cluseau Research
- D Invests
- Daniel Romero
- Deep Value Insights
- Doomberg
- Eagle Point Capital
- Easy Value
- Emerging Moats Research
- Exploring with Alluvial Capital
- Fabricated Knowledge
- First Strike Research
- Flyover Stocks
- Global Outperformers
- Guardian Research
- Hated Moats
- Healthy Stock Picks
- HFI Research
- Hidden Gems Investing
- Hidden Rock Capital's Newsletter
- Ian’s Insider Corner
- Iggy on Investing Newsletter
- Inglenook Growth
- Invariant
- Investing 501
- Irrational Analysis
- John Hempton's Newsletter
- Kairos Research
- Kakashii's Materials
- Key Context by Tae Kim
- Latticework by MOI Global
- Lewistown Capital
- Maius Partners
- MBI Deep Dives
- Mispriced Assets
- Modern Value Investing
- Monte Independent Investment Research
- Multibagger Monitor
- Nat Stewart - Stock Picking Newsletter
- Net Interest
- Nongaap Investing
- Nugget Capital Partner's Substack
- Obscure Stocks
- Open Insights
- PETITION
- Phynvesting
- Raging Bull Investments
- Rebound Capital
- Rod’s Ruminations
- ROE The Boat
- scuttleblurb
- Sector Stories
- Singularity Research
- SixSigmaCapital: Navigating the Financial Markets
- Sleep Well Investments
- Speedwell Memos
- Stock Thoughts
- Substack von Philipp
- Sunday's Idea Brunch
- Sylence Capital
- The Curious Compounder
- The Mikro Kap
- The Oak Bloke
- The Value Road
- Treasure Hunting
- Triple S Special Situations Investing
- TSOH Investment Research
- Underlying Value
- Value Don't Lie
- WHAT ARE WE DOING? “Contrarians At The Gate”
- XIX Value
- Yet Another Value Blog
Blogs 12
Seeking Alpha 44 of 215
Albert Anthony
Andres Veurink
Bay Area Ideas
Capital Connoisseur
Deep Value Investing
Dhierin Bechai
Equity Eagle
Eudaemon Research
Fernanda Galvez Jalil
Henrik Alex
High Alpha Professor
Investor Overview
IWA Research
Jaden Mealy
Khaveen Investments
LL Insights
Long Player
Marc Gerstein
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
Stephen Ayers
Steven Fiorillo
The Alpha Analyst
The Asian Investor
The Bullionaire
The Curious Analyst
The J Thesis
The Supercycle Investor
The Undercovered Dozen
Value Capital Research
Vishal Jadaun
X accounts we follow
Every account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
Adam D. Wyden
AltayCap
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital
RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
Sheel Mohnot
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 1851 Capital
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpine Capital Research
- Alpinum Investment Management AG
- Andrew Hill Investment Advisors
- Andvari Associates
- Angel Oak Capital Advisors
- Ariel Investments
- Aristotle Funds
- Artisan Partners
- Askeladden Capital
- Asset Value Investors Ltd
- Auxier Asset Management
- Azvalor Asset Management
- Baird Equity Asset Management
- Baron Funds
- Berkshire Hathaway
- Biglari Holdings
- Bireme Capital
- BlackRock
- Blue Tower Asset Management
- Brasada Capital
- Bretton Fund
- Brighton Jones
- Bristlemoon Capital
- Broadleaf Partners
- Broyhill Asset Management
- ByteTree
- Cambiar Investors
- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Cedar Grove Capital Management
- Chautauqua Capital Management
- Chilton Capital Management
- Choice Equities
- Claret Asset Management
- Comus Investment
- Conestoga Capital Advisors
- Confluence Investment Management
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Curreen Capital
- Davenport Asset Management
- Davis Advisors Global ADR
- Davis Advisors Large Cap Value
- Davis Opportunity Fund
- Davis Real Estate Fund
- Diranko Capital
- Distillate Capital
- Dodge & Cox Stock Fund
- DoubleLine
- East 72
- Easterly Asset Management
- EdgePoint Wealth Management
- Evolve Private Wealth
- FPA Crescent Fund
- Fairlight Capital
- Fairtree Asset Management
- Fenimore Asset Management
- Fiduciary Management
- Fiera Capital
- Financial Synergies Wealth Advisors
- First Eagle Investments
- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
- Giverny Capital
- GoodHaven Capital Management
- Grandeur Peak Global Advisors
- GreenWood Investors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Greenwood Gearhart
- Grey Owl Capital Management
- Guinness Global Investors
- Halvio Capital
- Harding Loevner
- Harry Qelm Baabsman
- Hayden Capital
- Heartland Advisors
- Highwood Value Partners
- Hinde Group
- Hoisington Investment Management
- Hood River Capital Management
- Horizon Kinetics
- Hosking Partners
- Infuse Asset Management
- Intrepid Capital
- Invenomic Capital Management
- JM Finn
- Janus Henderson Investors
- Jemekk Capital Management
- Kathmandu Capital
- Kaydan Wealth Management
- Kennedy Capital Management
- Kernow Asset Management
- Kingdom Capital Advisors
- LVS Advisory
- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Leonard Rickey Investment Advisors
- Lindsell Train Limited
- Long Cast Advisers
- Lyrical Asset Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- McIntyre Partnerships
- Merion Road Capital
- Miller Value Partners
- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
- Next Century Growth Investors
- Night Watch Investment Management
- Nightview Capital
- Nixon Capital
- North Sky Capital
- O'Keefe Stevens Advisory
- Oakmark Funds
- Oldfield Partners
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- QuantStreet Capital
- Quercus Fund
- RF Capital Management
- RGA Investment Advisors
- Regency Wealth Management
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
- Rowan Street Capital
- Royce Investment Partners
- Saga Partners
- SaltLight Capital
- Sequoia Fund
- Shelton Capital Management
- Smead Capital Management
- Sound Shore Management
- Southeastern Asset Management
- SouthernSun Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
- TIFF Investment Management
- The London Company
- Third Avenue Management
- Troy Asset Management
- Tweedy, Browne
- Upslope Capital Management
- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
