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 DVYSR $89MEVGGF $15B
- FPA Crescent Fund 2Q26 028260 $42BADI $197B
- Polaris Capital Management SECOND QUARTER 2026 ADBE $90BBABA $270B
- Palm Harbour Capital second quarter 2026 ALHG $1.9B082920 $961M
- Third Avenue Management three months ended June 30, 2026 6951 $2.5BESYJY $5.2B
- Patient Capital Management second quarter of 2026 ADBE $90BADYEN $31B
- Polen Capital 5Perspectives Growth Opportunities 2Q 2026 AMD $1.1TBE $87B
- Laughing Water Capital Q2 of 2026 ANAB $1.4BGSK $95B
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DoorDash: The Infrastructure of Local Commerce
DoorDash built a last-mile logistics network around restaurant delivery, then extended it to groceries, convenience, and other local…
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Under the Hood - Adobe Inc. ($ADBE)
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Petri Dish Reports
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Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
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Evan Tindell
Fajasy
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Fierce_beast
Fred Liu
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Laughing Water Capital
Lee Roach
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Negligible Capital
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SG
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ToffCap
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Voss Capital
Yaron Naymark
Investor letters we follow
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- Dodge & Cox Stock Fund
- DoubleLine
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- FPA Crescent Fund
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- Forager Funds Management
- Frank Capital Partners
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- Gabelli Funds
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- Grandeur Peak Global Advisors
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- Markel Group
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