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
Investor Letters
All letters- Protean Funds July 2026 +5.4%
- Polaris Capital Management SECOND QUARTER 2026 +13.3%
- Palm Harbour Capital second quarter +4.7%
- Third Avenue Management Q226 +1.3%
- Patient Capital Management 2Q26 +17.3%
- Polen Capital 5Perspectives Growth Opportunities 2Q 2026 +25.2%
- Laughing Water Capital H1 2026 +33.6%
- Dodge & Cox Stock Fund Second Quarter +5.6%
- Alluvial Capital Management First Quarter 2026 +3.0%
- Wedgewood Partners Second Quarter 2026 +9.4%
- Tweedy, Browne Q2 2026
- Giverny Capital 2025 +2.7%
- Biglari Holdings 2025
- Upslope Capital Management Q2 2026 -6.6%
- Rowan Street Capital The first half of 2025 +20.1%
- RGA Investment Advisors Q1 2026
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
$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.
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…
Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability
Figma raised its 2026 revenue growth guide to 39%, but a roughly 1% sequential 3Q outlook and unchanged $125-135 million operating-income…
Alphabet Inc. ($GOOGL) - Deep Dive
Alphabet's Google Cloud swung from a $3.1 billion operating loss in 2021 to $13.9 billion profit in 2025 as Search revenue grew 13.2%.
[V, MA] The more things change, the more they stay the same
Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…
Shopify 2Q'26: Sustained Miraculous Growth
Shopify sustained 30% FX-neutral GMV growth in 2Q’26, reaching roughly 44% of Amazon’s retail GMV as international, POS and B2B volumes…
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…
$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…
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Older Stories
BKNG 2026-08-07 
[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
scuttleblurb Coupang: 2Q26 Business Recap
Speedwell Memos Perimeter Solutions: 2Q26 Business Recap
Speedwell Memos Floor & Decor: 2Q26 Business Update
Speedwell Memos Vistance Networks (NASDAQ: VISN)
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