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
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This Stock Just Got Cheaper on Better Numbers
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The Great Rotation: Long Live the Old Economy — Weekly Treasure Hunt #04
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Mike Zaccardi, CFA, CMT
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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
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John_Hempton
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kab60
KEDM.com
Laughing Water Capital
Lee Roach
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Negligible Capital
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Sheel Mohnot
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Timyan Bank Alert
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ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
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- FPA Crescent Fund
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- Fiduciary Management
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- Financial Synergies Wealth Advisors
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- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
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- GreenWood Investors
- Greenhaven Road Capital
- GreensKeeper Asset Management
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- Guinness Global Investors
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- PenderFund Capital Management Ltd.
- Pershing Square Holdings
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- 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
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