Related posts: Building materials: part 1 Building materials: part 2a (LPX, JHX) Building materials: part 2b (TREX, AZEK) In Part 1 of this series, I described the steps by which an ocean of building materials are titrated out to end users. Below is a stylized illustration of the value chain from the perspective of BlueLinx, […]
Category Archives: [BLDR] Builders FirstSource
scuttleslops
[scuttleslops] E-commerce: SHOP, WMT, TGT, DASH, UBER, Tik-Tok, Shein, Waymo
June 25, 2026
What are scuttleslops? The Jason & Scot Show: The Non-Agentic Episode; June 18, 2026 The [...]
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Apollo and what even is private credit?
June 19, 2026
The term “private credit” labors under the weight of negative connotations, yet remains poorly defined. [...]
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[scuttleslops] AAPL, NVDA, TYL, FISV, APO, ROL
June 17, 2026
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, U-Haul, Apollo, Zoetis, and CCC [...]
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[scuttleslops] AMZN, CME, IQV, WIX, SNOW, VEEV, GWRE
June 10, 2026
What are scuttleslops? [scuttleslops] AMZN, CME, IQV, WIX, SNOW, VEEV, GWRE Mobile Dev Memo Podcast [...]
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[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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