Meta's "True" ROIC, and Some Notes from Meta and Alphabet's 10-Qs
Meta’s adjusted LTM ROIC is in the mid-50s after excluding $80 billion of construction in progress; that capacity will lower returns as AI capex enters service.
Monday, August 3, 2026
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Floor & Decor 2Q'26: Tentative Green Shoots
Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…
Vistance Networks (NASDAQ: VISN)
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[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO
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Google’s AI Return on Investment
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$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
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[ZTS] Zoetis could use a booster shot
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Under The Hood, Wingstop Inc. ($WING)
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