I was going to combine APG and APH into a single write-up but now I’m breaking them up into two shorter ones…so APG today, APH next week. Every few months on FinTwit there is a new stock or two outside the big tech complex that is heaped with adulation and sucks all the oxygen out […]
Category Archives: [APG] APi Group
[VRSK] Verisk Analytics
[VRSK] Verisk has standards
June 8, 2026
Upcoming posts (in no particular order): Gartner, Verisk, Visa/Mastercard, Tractor Supply, U-Haul, Apollo, Zoetis, and [...]
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[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR
June 1, 2026
What are scuttleslops? The very first scuttleslop! Let me know what you think. Again, the [...]
Continue reading →[IAC] IAC [MGM] MGM
IAC and MGM update: part 2
May 29, 2026
Upcoming posts (in no particular order): Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, Zoetis, and CCC [...]
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Introducing: scuttleslops
May 27, 2026
Hi everyone, I’m launching a new weekly service called scuttleslops. It will be included in [...]
Continue reading →[IAC] IAC
IAC and MGM update: part 1
May 21, 2026
Upcoming posts (in no particular order): IAC part 2, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, [...]
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