(Note: Several weeks ago, MBI and I recorded a podcast conversation about AppFolio. You can listen to it on Spotify, Apple, YouTube, or via this RSS feed). While narrowly geared toward property managers today, AppFollio was founded in 2006 with the more expansive aim of providing business management software small and mid-sized businesses in general. Its horizontal orientation […]
Category Archives: [APPF] AppFolio
scuttleslops
[scuttleslops] ZTS, APO, FISV, TTD, RELY
August 13, 2026
What are scuttleslops? Zoetis, Q2 ‘26 Earnings Call, August 06, 2026 Zoetis’s second quarter exposed [...]
Continue reading →[MA] Mastercard [V] Visa
[V, MA] The more things change, the more they stay the same
August 10, 2026
Upcoming posts (in no particular order): Gartner, Tractor Supply, Transdigm, Waystar, CCC, Fortive, and Veralto [...]
Continue reading →scuttleslops
[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
August 7, 2026
What are scuttleslops? Booking Holdings, Q2 ‘26 Earnings Call, August 04, 2026 Room nights grew [...]
Continue reading →scuttleslops
[scuttleslops] UMG, SPOT, SAIA, XPO, ICE, CBOE
August 5, 2026
What are scuttleslops? Universal Music Group, Q2 ‘26 Earnings Call, July 30, 2026 Universal Music [...]
Continue reading →scuttleslops
[scuttleslops] BLDR, RYAN, APG, GFL, FND
August 3, 2026
What are scuttleslops? Builders FirstSource, Q2 ‘26 Earnings Call, July 30, 2026 Builders FirstSource described [...]
Continue reading →