(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] Adyen, JHX, FICO, UPWK, AMD, AI buildout
August 21, 2026
What are scuttleslops? Adyen, H1 ‘26 Earnings Call, August 13, 2026 Growth is still being [...]
Continue reading →[CCC] CCC
CCC is in the Middle of the Wreckage
August 20, 2026
Upcoming posts (in no particular order): Gartner, Tractor Supply, Transdigm, Waystar, Fortive, and Veralto [CCC [...]
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[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 [...]
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[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 [...]
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