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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Mike Zaccardi, CFA, CMT
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Petri Dish Reports
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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
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John_Hempton
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kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
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Mike
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Multiples Capital
Myles
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Negligible Capital
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SG
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Timyan Bank Alert
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ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
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- Advisory Research
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- Broadleaf Partners
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- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
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- Choice Equities
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- Crossroads Capital, LLC
- Curreen Capital
- Davenport Asset Management
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- Dodge & Cox Stock Fund
- DoubleLine
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- EdgePoint Wealth Management
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- FPA Crescent Fund
- Fairlight Capital
- Fairtree Asset Management
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- Fiduciary Management
- Fiera Capital
- Financial Synergies Wealth Advisors
- First Eagle Investments
- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
- Giverny Capital
- GoodHaven Capital Management
- Grandeur Peak Global Advisors
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- Greenhaven Road Capital
- GreensKeeper Asset Management
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- Guinness Global Investors
- Halvio Capital
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- Markel Group
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- Massif Capital
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- Optimist Fund
- Orange Investment Advisors
- Palm Harbour Capital
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- Patient Capital Management
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- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
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- Quercus Fund
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- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
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- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
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