Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge
DoorDash’s integrated autonomous-delivery strategy contrasts with Uber’s 2026 divestment of Serve Robotics, its former delivery-robot partner and shareholder.
Monday, August 17, 2026
Back to today 
From X
mavix on X
Shelly Group $SLYG appoints Georgi Bonec as Chief Marketing Officer to further strengthen Shelly‘s global brand positioning, international go-to-market capabilities and consumer, retail and professional channel development. https://t.co/4LdogwzUod
Tim Eriksen on X
Solid quarter by Monument Mining $MMY.V $MMTMF earned $22.65M or $0.07 per share. Has almost $101M or $0.30 per net cash. Trading at ~ 2x earnings net of cash. https://t.co/c56aqhOJuY
Timyan Bank Alert on X
Bogota Savings Bank $BSBK and GSL Savings Bank to Merge https://t.co/QlI0EEI1vT
Laughing Water Capital on X
@mil01425146 @darkstarsats Hudson and Guthrie have both been vocal supporters of the need for terrestrial backup to GPS/PNT. Hudson has even spoken at the same events that $NN CEO Sorond has spoken at. This is bullish.
marginofdanger on X
$TIPT director buys ~1k shares at 17.45 on Wednesday and Fortegra deal should close today https://t.co/HYVSdjXcO9
Timyan Bank Alert on X
Better link to $CCNB $BCON merger https://t.co/jqR7WAucnp
Timyan Bank Alert on X
$CCNB $BCON MOE #BankMergers https://t.co/poHNDgm8h4
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $164M082920 $946M
- Protean Funds July 2026 DVYSR $91MSTOR-B $1.7B
- Ariel Investments Quarter Ended June 30, 2026 CLB $502MHAE $4.9B
- White Falcon Capital Management Q2 2026 EPAM $5.8BTOI $5.3B
- 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
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…
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…
$UWMC lost $600m hedging a deal they'd already lost
UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.
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…
USO · short United States Oil Fund Lp
United States Oil Fund faces a short case tied to a long-Brent, short-WTI trade as Strait of Hormuz closure risk disrupts oil markets.
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…
Vistance Networks (NASDAQ: VISN)
Vistance Networks plans a large post-Ruckus-sale dividend, leaving Aurora Networks valued below 4x guided EBITDA after $1.88 billion of…
[OTCM] Listings for the rest of us
OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…
This Stock Just Got Cheaper on Better Numbers
A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…
Entravision: Another Whale Has Emerged
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…
Seer
Seer trades at $2.04 against $3.90 per share of net cash as activists press a board that rejected five buyout proposals and won reelection.
Hidden in Plane Sight
An aerospace company’s profitable core is obscured by a long-running FAA development program; approval, abandonment, or shrinking losses…
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Convequity
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DOMO Capital Management, LLC
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Fierce_beast
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JabroniCoin.USD
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marginofdanger
mavix
Mike
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SG
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ToffCap
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Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
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- Ariel Investments
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- Oakmark Funds
- Palm Harbour Capital
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- PenderFund Capital Management Ltd.
- Pershing Square Holdings
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- Protean Funds
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- Royce Investment Partners
- Sequoia Fund
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- Third Avenue Management
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