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 $104BEQX $14B
- Pershing Square Holdings 2025 BN $85BHLT $69B
- Palm Valley Capital Third Quarter 2025 PHYS $11B
- Rowan Street Capital first half of 2025 ADYEY $31BSHOP $183B
- Pershing Square Holdings Six-month period ended June 30, 2025 BN $85BCMG $42B
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Adobe Business History
Adobe built PostScript, Photoshop and PDF into desktop-publishing standards, using free Acrobat Reader and integrated Creative Suite tools…
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Under the Hood, Copart ($CPRT)
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Adobe Stock Breakdown (Five Minute Money)
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Ferrari Exploratory Report
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Ryanair’s €256M Fine May Be Tip of The Iceberg
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Data Centers in the Permian Basin Part 3 - First Comes Power
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Clark Square Capital
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David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
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Fred Liu
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Ian Bezek
Idea Brunch
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KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
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Mike
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Negligible Capital
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Timyan Bank Alert
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ToffCap
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Voss Capital
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Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpinum Investment Management AG
- Ariel Investments
- Artisan Partners
- Askeladden Capital
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- Baron Funds
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- Bireme Capital
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- Cedar Creek Partners
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- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- FPA Crescent Fund
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- Fred Alger Management, LLC
- Giverny Capital
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- Intrepid Capital
- Invenomic Capital Management
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- Laughing Water Capital
- Lindsell Train Limited
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- Markel Group
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- McIntyre Partnerships
- Merion Road Capital
- Myrmikan Capital, LLC
- O'Keefe Stevens Advisory
- Oakmark Funds
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- RGA Investment Advisors
- Rowan Street Capital
- Royce Investment Partners
- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
- Tweedy, Browne
- Upslope Capital Management
- Vulcan Value Partners
- Wedgewood Partners
- Weitz Investment Management
- White Falcon Capital Management
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