Tuesday, August 4, 2026

Floor & Decor: 2Q26 Business Update

Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating income.

FND $4.9B

Speedwell Memos Aug 4 9 clicks

Aug 4 FICO $15B

FICO FY 3Q'26: Welcome to "Gaming"

MBI Deep Dives 8 clicks

Aug 3 META $1.8T

Meta's "True" ROIC, and Some Notes from Meta and Alphabet's 10-Qs

MBI Deep Dives 9 clicks

A Venezuela Lottery Ticket for 41 Cents

Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…

CUB $285M

Triple S Special Situations Investing Aug 3 8 clicks

[scuttleslops] BLDR, RYAN, APG, GFL, FND

Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…

BLDR $6B

scuttleblurb Aug 3 9 clicks

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…

FND $4.9B

MBI Deep Dives Aug 2 5 clicks

Vistance Networks (NASDAQ: VISN)

Vistance Networks plans a large post-Ruckus-sale dividend, leaving Aurora Networks valued below 4x guided EBITDA after $1.88 billion of…

VISN $1.4B

Triple S Special Situations Investing Jul 31 8 clicks

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…

META $1.8T

Speedwell Memos Jul 31 3 clicks

Cematrix Corp ($CEMX.TO) FINS Review

Cematrix posted record Q2 revenue of $18.7 million, up 76%, and $3.5 million of net income, while backlog fell 9% from year-end.

CTXXF $51M

Wolf's Substack Jul 31 2 clicks

[OTCM] Listings for the rest of us

OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…

OTCM $645M

scuttleblurb Jul 31 4 clicks

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%…

RGR $699M

The Value Road Jul 30 5 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

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,…

EVC $634M

The Value Road Jul 28 12 clicks

RSI · long

Rush Street Interactive INC

Rush Street Interactive (RSI) is presented as a long investment idea.

RSI $2.4B

Value Investors Club May 5

TSMC 2Q'26: Stratospheric Margins Amidst the AI Super Cycle

TSMC’s 2Q 2026 operating margin exceeded 60% as AI-driven demand for advanced chips pushed profitability beyond the prior cycle’s…

TSM $2.4T

MBI Deep Dives Jul 17 4 clicks

ASML 2Q'26: Time to Flex Pricing Power

ASML’s 2Q’26 commentary signals a shift from measured pricing toward flexing its chip-equipment pricing power.

ASML $693B

MBI Deep Dives Jul 16 3 clicks

Airbnb’s Cost of Market Creation and Regulatory Survival

Airbnb spent 1.1% of 2025 GBV on field operations and policy as regulatory costs persisted; New York’s short-term-rental crackdown cut…

ABNB $96B

MBI Deep Dives Jul 15 4 clicks

[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips

Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…

CPRT $25B

scuttleblurb Jul 9 6 clicks

Corporate dark arts: the strangest 8-K I've ever seen $DMRC

DMRC’s incoming CEO can earn more than $40 million if shares rise roughly fivefold, despite an 8-K warning of substantial doubt about the…

DMRC $165M

Yet Another Value Blog Jul 9 4 clicks

Is insider buying a signal if the insiders are always wrong? $LILAK

LILAK’s canceled GCI Liberty deal, preferred-stock distribution, and $1.7 million of insider buying revive governance concerns around John…

LILA $1.7B

Yet Another Value Blog Jul 6 1 click

PesoRama ($PESO.V) FINS Review

PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…

PSSOF $89M

Wolf's Substack Jul 2 3 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

[ZTS] Zoetis could use a booster shot

Zoetis’ pet-drug blockbusters have shifted its mix from low-growth livestock medicines to durable companion-animal franchises with softer…

ZTS $30B

scuttleblurb Jun 29 6 clicks