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 $11B
- Vulcan Value Partners Q2 2026 AMZN $2.7TBMI $3.7B
- RGA Investment Advisors Q1 2026 AMZN $2.7T
- Heartland Advisors 1Q26 ALGT $2.1B
- Palm Valley Capital First Quarter 2026 CHRD $7.8BDOX $6.2B
- Biglari Holdings 2025 RACE $69B
- Massif Capital fourth quarter of 2025 EQNR $103BEQX $13B
- Pershing Square Holdings 2025 HHH $4.3BAMZN $2.7T
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FICO FY 3Q'26: Welcome to "Gaming"
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Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…
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Haw Par Corporation Limited
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Bay Area Ideas
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Long Player
Marc Gerstein
Mike Zaccardi, CFA, CMT
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Petri Dish Reports
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Prakhar Agarwal, CFA
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Quantryon Capital
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Stephen Ayers
Steven Fiorillo
The Alpha Analyst
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The Undercovered Dozen
Value Capital Research
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Calvin Blissett
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Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
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John_Hempton
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kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
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PAA Research
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Psyop Capital
Raging Capital Ventures
Red Dog Capital
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Rusholme Capital
Sahil Khetpal
SG
Sheel Mohnot
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
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- Aegis Value Fund
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- Forager Funds Management
- Frank Capital Partners
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- Gabelli Funds
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- Greenhaven Road Capital
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- Vltava Fund
- Vulcan Value Partners
- Warden Capital
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- Wedgewood Partners
- Weitz Investment Management
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- White Falcon Capital Management
Sectors
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