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 $2.2BIIIV $397M
- 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 DPUKY $1.1BFLO $1.3B
Spotify 2Q'26: Pressing the Monetization Lever
Spotify reached 300 million Premium subscribers in 2Q26 and is increasing free-service friction in emerging markets to lift conversion and…
Perimeter Solutions: 2Q26 Business Recap
Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it…
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…
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.
[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…
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…
[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…
This Stock Just Got Cheaper on Better Numbers
A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…
[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO
Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…
Entravision: Another Whale Has Emerged
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…
AAON · long Aaon INC (aaon)
AAON is presented as a long investment idea, revisiting a company written up as a short nearly a decade ago.
Under The Hood, Novo Nordisk A/S ($NVO)
Novo Nordisk’s GLP-1 franchise transformed obesity treatment, while its valuation framework prices in 17 years of discounted cash flows.
The Consultant’s Dilemma: What AI Actually Does to Accenture ($ACN)
Accenture’s $5.9 billion in FY2025 genAI bookings supports implementation demand, while AI’s automation of junior work threatens the…
Under The Hood, ResMed ($RMD)
ResMed’s 30 million connected sleep-apnea patients, recurring masks and software support a data-driven healthcare platform; 11.9% annual…
Theravance Biopharma: Failed Phase 3 Trial, Strategic Review
Theravance Biopharma began a strategic review after a failed Phase 3 trial.
Kazakhstan, Japan, and Trimming a Winner
Kaspi.kz’s 850 KZT ADS dividend establishes a roughly 9% yield after Hepsiburada spending; Japanese buyback disclosures test whether 0.61x…
Is the Airline Industry Really That Bad? – AerCap and A Case of Sandbagged Guidance
AerCap sells aircraft at 2x book value and repurchases stock near 1x book, cutting shares outstanding 31% in three years.
Copart: 2Q26 Business Recap
Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…
Earnings Updates and A Software Shot in the Dark
Ategrity Specialty’s 30% premium growth, stable reserves and $50 million buyback target an undervalued, thinly traded specialty insurer.
Shift4 Company Podcast Episode Released!
Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…
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Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
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- Ariel Investments
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- Pershing Square Holdings
- Polaris Capital Management
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- Royce Investment Partners
- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
- Tweedy, Browne
- Upslope Capital Management
- Vulcan Value Partners
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- Weitz Investment Management
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