DoorDash 2Q'26: Growth Beyond the Restaurant
DoorDash’s 2Q 2026 orders rose 27% and marketplace GOV grew 36%, with DashPass driving a slight acceleration in U.S. restaurant demand.
Thursday, August 6, 2026
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Investor Letters
All letters- Upslope Capital Management Q2 2026 MICC $12B
- Vulcan Value Partners Q2 2026 EFX $19BEG $14B
- Biglari Holdings 2025 RACE $73B
- Massif Capital fourth quarter of 2025 EQNR $105BEQX $15B
- Pershing Square Holdings 2025 BN $85BHLT $68B
- Palm Valley Capital Third Quarter 2025 PHYS $11B
- Rowan Street Capital first half of 2025 ADYEY $32BSHOP $165B
- Pershing Square Holdings Six-month period ended June 30, 2025 BN $85BCMG $42B
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Texas Instruments 2Q'26: Not Another Head Fake
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Danaher 2Q'26: Yet Another "Meh" Quarter
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Airbnb’s Cost of Market Creation and Regulatory Survival
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Adobe trades at 14x earnings after a 65% decline, with AI, Canva and Figma threatening subscriptions, customer acquisition and…
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Investor letters we follow
- 1851 Capital
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- Pershing Square Holdings
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- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
- Tweedy, Browne
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- Wedgewood Partners
- Weitz Investment Management
- White Falcon Capital Management
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