What are scuttleslops? [scuttleslops] AMZN, CME, IQV, WIX, SNOW, VEEV, GWRE Mobile Dev Memo Podcast — Adam Epstein on Amazon’s advertising advantages, June 4, 2026: Amazon’s identity-spine moat and the structural decline of The Trade Desk Adam Epstein (CEO of GG; ex-Perpetua) laid out why Amazon’s advertising business is becoming much more than retail media: […]
Upcoming posts (in no particular order): Gartner, Verisk, Visa/Mastercard, Tractor Supply, U-Haul, Apollo, Zoetis, and CCC (maybe) In the mid-2000s, Verisk, faced with limited growth opportunities in an industry it had come to dominate, began placing bets beyond its core, confident that its experience building and managing datasets in one domain would carry over into […]
What are scuttleslops? The very first scuttleslop! Let me know what you think. Again, the text that follows is substantially AI-generated, but try not to be too negatively biased by that fact. You might imagine that I hired a junior analyst and tasked them with summarizing the most recent and relevant newsflow and management commentary […]
Upcoming posts (in no particular order): Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, Zoetis, and CCC (maybe) A few months ago, I got around to reading Barry Diller’s memoir, Who Knew. The guy’s career basically toured through every phase of modern media – talent agency, broadcast television, movie studio, fourth network (Fox), cable/home shopping – and […]
Hi everyone, I’m launching a new weekly service called scuttleslops. It will be included in all paid subscriptions. Each scuttleslop will contain 5 AI-generated summaries of weekly events and developments pertaining to companies I’ve profiled. Compared to the posts that I author, scuttleslops, written by Claude, will be light on context and focused on newsflow […]
Upcoming posts (in no particular order): IAC part 2, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, Zoetis (maybe) Here’s roughly where things stood at IAC in September 2022, when I last wrote up the company: There was a time, not too long ago, when an investor could treat IAC as a collection of binary early stage […]
To access this post, you must purchase Annual subscription, Quarterly subscription or Monthly subscription.
Upcoming posts (in no particular order): IAC/MGM, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Zoetis (maybe) Today, a quick post on a small company with a colorful origin story. We don’t often think about the paper trail we leave behind as we move through the world. The DMV records, property deeds, utility bills, corporate filings, liens, and […]
To access this post, you must purchase Annual subscription, Quarterly subscription or Monthly subscription.
Upcoming posts (in no particular order): Red Violet, IAC, Gartner, Verisk, Visa/Mastercard MBI and I recorded an episode of Never Sell recently (Big Tech earnings, S&P and Moody’s, AI) (Spotify, YouTube, Apple) In my last post, I made the case that Adyen wins by doing less: These do not, on the surface, seem like much […]
To access this post, you must purchase Annual subscription, Quarterly subscription or Monthly subscription.