Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto What are scuttleslops? Decoder with Nilay Patel; Can Cloudflare save the web from AI? Sept. 26, 2026 Matthew Prince’s broad thesis is that Cloudflare is evolving from “the company that makes the internet faster and protects it from bad guys” […]
Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto I wrote up Rollins more than 8 years ago and figure an update is warranted given how dramatically valuation has reset. A stock long taken for granted as a dependable, low-vol compounder is off by more than 50% from its […]
Upcoming posts (in no particular order): Rollins, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto What are scuttleslops? Decoder interview with Bloomberg’s Mark Gurman; Can John Ternus find Apple’s next big thing?; September 21, 2026 AI is where Apple’s historic strategy looks most strained. Cook repeatedly emphasized owning “every foundational technology” in Apple products, but […]
Upcoming posts (in no particular order): Gartner, Tractor Supply, Intuitive Surgical, Rollins, Fortive, and Veralto CoStar owns a dominant data business that spews prodigious cash flows. So, when it launches listing services – connecting real estate buyers and renters with agents and brokers – it comes armed with proprietary content to enliven those listings and […]
Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto What are scuttleslops? Mobile Dev Memo Podcast; Season 7, Ep. 31: Understanding the privileged position of chatbot advertising; September 2, 2026 Chatbot advertising could become unusually powerful because a chatbot can combine the strongest feature of search advertising—explicit commercial intent—with […]
Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto What are scuttleslops? The Jason & Scott Show: The Amazon Briefing, Pt. 1; September 10, 2026 Amazon may finally have cracked the hardest part of grocery: getting perishables into the same fast-delivery network that already made it dominant in everyday […]
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Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto It’s been more than 7 years since I first wrote up Transdigm. Honestly, not much has changed. I mean, yes, we had a global pandemic that decimated commercial aerospace traffic and sure, surging inflation and parts shortages followed in its […]
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I will publish a long overdue update on TransDigm tomorrow. Other upcoming posts (in no particular order) include: CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto What are scuttleslops? Union Pacific; Virtual Fireside Chat hosted by Bernstein Research; September 1, 2026 source: koyfin The core of Union Pacific’s pitch is that the proposed $85bn […]
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