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 BMI $3.8BEFX $19B
- Heartland Advisors 1Q26 ALGT $2.2B
- Palm Valley Capital First Quarter 2026 CHRD $7.4BDOX $6.2B
- Biglari Holdings 2025 RACE $73B
- Massif Capital fourth quarter of 2025 EQNR $104BEQX $14B
- Pershing Square Holdings 2025 HHH $4BBN $85B
- Palm Valley Capital Fourth Quarter 2025 INGR $6.2B
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FICO FY 3Q'26: Welcome to "Gaming"
FICO's fiscal third-quarter 2026 revenue rose 26% year over year but missed consensus, and shares fell about 24% after earnings.
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Under the Hood - Adobe Inc. ($ADBE)
Adobe generates 96% of revenue from subscriptions and converts over 40% into free cash flow, but generative AI tests whether Creative…
Under the Hood - Tractor Supply ($TSCO)
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Ryanair’s €256 million Italian antitrust fine targets its OTA-blocking system, while internal documents raise questions about Michael…
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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
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- Wedgewood Partners
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