“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
scuttleslops
[scuttleslops] Semiconductors and AI Infrastructure: AAPL, CRWV, NBIS, HPE, DELL, Analog Chips
What are scuttleslops? The Circuit: Apple’s Siri AI, Nebius Inflection, China Trip Takeaways; June 15, [...]
Continue reading →[ZTS] Zoetis
[ZTS] Zoetis could use a booster shot
MBI and I recorded an episode of Never Sell recently (Scuttleslops, OpenAI valuation, Ryan Specialty) (Spotify, YouTube) Upcoming posts [...]
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[scuttleslops] E-commerce: SHOP, WMT, TGT, DASH, UBER, Tik-Tok, Shein, Waymo
What are scuttleslops? The Jason & Scot Show: The Non-Agentic Episode; June 18, 2026 The [...]
Continue reading →[APO] Apollo
Apollo and what even is private credit?
The term “private credit” labors under the weight of negative connotations, yet remains poorly defined. [...]
Continue reading →scuttleslops
[scuttleslops] AAPL, NVDA, TYL, FISV, APO, ROL
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, U-Haul, Apollo, Zoetis, and CCC [...]
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