The ~$100mn float may render this jockey bet too illiquid for some of you hedge fund MoUs. GAIA is a speculative enterprise with a questionable business moat run and 38%-owned by competent CEO/ascetic, Jirka Rysavy, who after spending years building and then paring away various businesses inside (as it is now called) GAIA, is left steering […]
Category Archives: [GAIA] GAIA Inc.
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 [...]
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[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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[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 [...]
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[scuttleslops] BLDR, RYAN, APG, GFL, FND
August 3, 2026
What are scuttleslops? Builders FirstSource, Q2 ‘26 Earnings Call, July 30, 2026 Builders FirstSource described [...]
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