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 $3.6B
- RGA Investment Advisors Q1 2026 AMZN $2.7T
- Heartland Advisors 1Q26 ALGT $2.1BIIIV $390M
- Palm Valley Capital First Quarter 2026 CHRD $7.5BDOX $6.1B
- Biglari Holdings 2025 RACE $68B
- Massif Capital fourth quarter of 2025 EQNR $102BEQX $13B
- Pershing Square Holdings 2025 HHH $4.3BAMZN $2.7T
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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
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FICO FY 3Q'26: Welcome to "Gaming"
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Airbnb’s Cost of Market Creation and Regulatory Survival
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Too Many Cooks Spoil The Pot
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