I’ve heard it said that in its early days the consumer internet was treated as another place to replicate tried-and-true practices from the offline world. Newspapers and magazines were thriving under a hybrid subscription and ad-based model, so it made sense that even as it collected ad revenue from service providers, Angie’s List charged consumers […]
Category Archives: [ANGI] ANGI Homeservices
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[scuttleslops] AAPL, SHOP, Databricks, Lonza
Upcoming posts (in no particular order): Rollins, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
Continue reading →[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] 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] 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 [...]
Continue reading →[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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