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- Protean Funds July 2026 EVGGF $15BNVO $168B
- White Falcon Capital Management Q2 2026 AMD $1.1TEPAM $5.6B
- Merion Road Capital Q2 2026 HONA $48B
- Distillate Capital 2026 Q2 ACN $118BAMZN $2.7T
- O'Keefe Stevens Advisory Q2 2026 SHC $5.1BCALY $2.5B
- CrossingBridge Advisors Q2 2026 ORCL $439BTSLA $1.5T
- GreensKeeper Asset Management Q2 2026 CFRHF $122BELV $88B
- LVS Advisory first half of 2026 HKTGF $10B
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Amazon 2Q'26: AWS Gets the Love
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DoorDash: The Infrastructure of Local Commerce
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$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
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U-Haul Bought at the Top
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[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips
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$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
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