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 […]
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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What are scuttleslops? Veeva Systems, Q2 ‘27 Earnings Call, August 26, 2026 source: Koyfin Commercial subscription revenue grew about 13% year over year, and even excluding Crossix it was still up double digits. Most importantly, CRM itself is growing when investors had worried the Salesforce split would turn it into a shrinking asset. Management now […]
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