Are Department Stores Finally Shortable?
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and transport-cost pressure.
Thursday, August 13, 2026
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Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $143M082920 $946M
- Protean Funds July 2026 DVYSR $91MSTOR-B $1.7B
- White Falcon Capital Management Q2 2026 EPAM $5.8BTOI $5.4B
- O'Keefe Stevens Advisory Q2 2026 SHC $5.2BCALY $2.6B
- Cedar Creek Partners Q2 ‘26 ENDI $132MEXCE $1.3B
- LVS Advisory first half of 2026 VISN $1.5B
- Polaris Capital Management SECOND QUARTER 2026 CYTK $9.4BLNTH $6.5B
- Palm Harbour Capital second quarter ALHG $2B082920 $946M
40 Stock Pitches (3rd-9th August)
Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…
These Power Stocks (Not Semis) Are The Real AI Beneficiaries, Say Investing Brother Duo Up 1,300%
Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…
My Pitch Deck Slide Show from the MS Microcaps Summer Virtual Conference
Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.
DEC-laration of independence
Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…
Perimeter Solutions: 2Q26 Business Recap
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
Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…
A Venezuela Lottery Ticket for 41 Cents
Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…
[scuttleslops] BLDR, RYAN, APG, GFL, FND
Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…
Floor & Decor 2Q'26: Tentative Green Shoots
Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…
AAON · long Aaon INC (aaon)
AAON is presented as a long investment idea, revisiting a company written up as a short nearly a decade ago.
NLOP - I'm Buying Again
NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.
Programmatic DSPs
Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…
LandBridge: It’s the Pore Space Stupid!
LandBridge’s produced-water pore-space royalties, 69% of Q3 2025 revenue, offer durable value beyond its volatile Permian data-center…
Green Dot: Creating a Standalone BaaS Bank
Green Dot creates a standalone banking-as-a-service bank.
Return of the Power King
China Yuchai (CYD) seeks a 2026 rerating as governance normalization, global expansion, AI data-center power demand, and green-powertrain…
Haw Par Corporation Limited
Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.
Hemnet – Broken Moat or Misunderstood Monopoly?
Hemnet’s Swedish listings monopoly has fallen from SEK420 to about SEK160 as growth slows, leaving investors to judge whether its 90% share…
National Beverage Update
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
The Priority Technology Situation
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
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Seeking Alpha 29 of 159
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Mike Zaccardi, CFA, CMT
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A Capital
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Clark Square Capital
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Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
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KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
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marginofdanger
mavix
Mike
Mikro Kap David
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Myles
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Rusholme Capital
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SG
Tim Eriksen
Timyan Bank Alert
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ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpinum Investment Management AG
- Ariel Investments
- Artisan Partners
- Askeladden Capital
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- Cedar Creek Partners
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- Donville Kent Asset Management Inc.
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- Giverny Capital
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- Hoisington Investment Management
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- Intrepid Capital
- Invenomic Capital Management
- Janus Henderson Investors
- Kaydan Wealth Management
- Kernow Asset Management
- LVS Advisory
- Laughing Water Capital
- Lindsell Train Limited
- Macro Ops
- Maran Capital Management
- Markel Group
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- Merion Road Capital
- Myrmikan Capital, LLC
- O'Keefe Stevens Advisory
- Oakmark Funds
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- RGA Investment Advisors
- Rowan Street Capital
- Royce Investment Partners
- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
- Tweedy, Browne
- Upslope Capital Management
- Vulcan Value Partners
- Wedgewood Partners
- Weitz Investment Management
- White Falcon Capital Management
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