scuttleslops

[scuttleslops] AAPL, SHOP, Databricks, Lonza

Upcoming posts (in no particular order): Rollins, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]

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[CSGP] CoStar Group

[CoStar] Homes are different

Upcoming posts (in no particular order): Gartner, Tractor Supply, Intuitive Surgical, Rollins, Fortive, and Veralto [...]

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scuttleslops

[scuttleslops] Chatbot advertising, AMZN, ROP, China EV’s and Humanoid Robots, APH

Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]

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scuttleslops

[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition

Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]

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[TDG] TransDigm

TransDigm is still in it for the money

Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]

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