Entravision Q2 Notes
Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast sequential Q3 revenue decline.
Tuesday, August 11, 2026
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Investor Letters
All letters- Protean Funds July 2026 STOR-B $1.7BTRUE-B $615M
- Palm Harbour Capital second quarter ALHG $2B082920 $946M
- Third Avenue Management three months ended June 30, 2026 6951 $2.3BTDW $4.4B
- Patient Capital Management second quarter of 2026 GENI $1.6BPGEN $2.8B
- Polen Capital 5Perspectives Growth Opportunities 2Q 2026 FSLY $4.1B
- Laughing Water Capital Q2 of 2026 ANAB $1.6BLRN $3.4B
- Vulcan Value Partners Q2 2026 BMI $3.7BFBIN $4.8B
- Patient Capital Management 1Q26 SDRL $3B
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eDreams: Disproving the Bears and Regaining Credibility
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Vidrala
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ROAS to Riches
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Investor letters we follow
- 1851 Capital
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- Pershing Square Holdings
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