Many of the companies I discuss on this blog are not just good businesses, but obviously good. Visa, Moody’s, Sherwin-Williams, and Heico are wonderful and readers of this blog need not be further convinced of that fact. And notwithstanding regulatory or macro pressures that cast doubt on their prospects at certain points (interchange regulation in […]
Category Archives: BXC
[APO] Apollo
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 [...]
Continue reading →[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 [...]
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