“I have always been attracted to the low cost operator in any business and, when you can find a combination of (i) an extremely large business, (ii) a more or less homogenous product, and (iii) a very large gap in operating costs between the low cost operator and all of the other companies in the […]
Category Archives: [ADM.L] Admiral Group
[MA] Mastercard [V] Visa
[V, MA] The more things change, the more they stay the same
Upcoming posts (in no particular order): Gartner, Tractor Supply, Transdigm, Waystar, CCC, Fortive, and Veralto [...]
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[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
What are scuttleslops? Booking Holdings, Q2 ‘26 Earnings Call, August 04, 2026 Room nights grew [...]
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[scuttleslops] UMG, SPOT, SAIA, XPO, ICE, CBOE
What are scuttleslops? Universal Music Group, Q2 ‘26 Earnings Call, July 30, 2026 Universal Music [...]
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[scuttleslops] BLDR, RYAN, APG, GFL, FND
What are scuttleslops? Builders FirstSource, Q2 ‘26 Earnings Call, July 30, 2026 Builders FirstSource described [...]
Continue reading →[OTCM] OTC Markets
[OTCM] Listings for the rest of us
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Waystar, CCC, and Fortive As [...]
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