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Monday, November 9, 2026

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DoorDash and Google

DoorDash and Google.

DASH $86B
Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 1 click

From X

@DOMOCAPITAL 2 clicks

DOMO Capital Management, LLC on X

For those that missed the Gabelli conference yesterday, the $MNRO CFO had this to say when asked about why they went forward with the Ares financing (TLDR: They are selling the company soon): "We think that Ares is a great partner for us. It provides us a lot of flexibility to operate our business, both from a covenant standpoint, but also doing it with a partner who has experience in the auto aftermarket, and also provides a very sophisticated and tailored private credit solution for us. We had plenty of options as we looked to refinance the credit facility, including our more traditional bank lenders and various different private lenders, but ultimately Ares provided us with the best solution for what we felt were our needs. And our needs really were focused on creating a stable financing backdrop for us over our planning horizon, enabling us to not only execute our growth strategy, but providing flexibility for us to explore a wide range of the alternatives that we're currently evaluating. So we think that this credit facility accomplishes all of those things."

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Floor & Decor 3Q26: Business Update

Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…

FND $5B
Speedwell Memos 1 click
MTMTY · short

Metlen Energy & Metals PLC

Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.

MTMTY $6.8B
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