What are scuttleslops? Builders FirstSource, Q2 ‘26 Earnings Call, July 30, 2026 Builders FirstSource described the second quarter as a test of its ability to manage through a weak housing cycle without sacrificing its longer-term competitive position. Net sales declined approximately 9% to $3.9 billion, adjusted EBITDA fell 35% to $329 million, and adjusted EBITDA […]
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Waystar, CCC, and Fortive As SpaceX drew up plans to go public, I don’t imagine there was much debate about where its stock would be listed. It might be traded in any number of venues, sure. When you punch in an order to buy SPCX […]
What are scuttleslops? Old Dominion Freight Line, Q2 ‘26 Earnings Call, July 29, 2026 Old Dominion Freight Line reported a strong second quarter, with revenue rising 10.4%, earnings per share increasing 32.3%, and the operating ratio improving 450 basis points to 70.1%. The quarter marked a return to revenue growth despite less-than-truckload tonnage remaining 4.1% […]
What are scuttleslops? Invest Like the Best interview with Matthew Smith, founder and CIO of Chronometer Partners: America’s Next Energy Crisis; July 21, 2026 Matthew Smith’s central thesis is that the United States is headed toward a structural natural-gas deficit beginning around 2028, with the consequences appearing most visibly in sharply higher electricity prices. Natural […]
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Waystar, CCC, and OTC Markets Correction: In my U-Haul post from July 10th, I observed: …utilization has been declining for decades, the downward trend interrupted only by brief, one-off reversals like the post-GFC recovery and the COVID surge. (U-Move refers to the equipment rental business) […]
What are scuttleslops? InPractise Interview with a Former Senior Director at Synopsys: EDA Front-End vs Back-End Revenue Dynamics; May 26, 2026 The expert’s central view is that Synopsys and Cadence remain protected by unusually high switching costs, deep foundry relationships and the sheer technical difficulty of advanced chip design. As he explained, “TSMC will not […]
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Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Boston Scientific, CCC, and OTC Markets A correction is warranted to this U-Haul post, where I observed the following: …utilization has been declining for decades, the downward trend interrupted only by brief, one-off reversals like the post-GFC recovery and the COVID surge. (U-Move refers to […]
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What are scuttleslops? Copart Investor Call; July 6, 2026 Copart’s special call was essentially a “Jay Adair is back” message, with the incoming CEO trying to reset the investor narrative around growth, competition, and execution. Adair emphasized that his return is not temporary: “my intent is to lead the company for the next 10-plus years”. […]
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