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 […]
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 […]
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 […]
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Upcoming posts (in no particular order): PayPal/Stripe, IAC, Gartner, Red Violet, Verisk, Visa/Mastercard Payment processing stocks on the whole have had a rough 12 months: Source: Koyfin For some of these names, one can propose idiosyncratic reasons that might explain the sell-off – Shift4 is an opaque and levered serial acquirer; Global Payments and Fiserv […]
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Upcoming posts (in no particular order): Upwork, Adyen, PayPal, Gartner, Verisk, maybe Visa/Mastercard A common rebuttal to the “AI will take all the jobs” narrative is that even if AI can do a given task better than a human, a job is more than just a collection of discrete tasks. Lawyers don’t just draft contracts […]
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