It seems not too long ago, business arrangements between application providers were called partnerships….now they carry distended labels like platforms or ecosystems. Platforms come in various guises. Some, like eBay or AirBnB, don’t create products for direct consumption, but instead provide the connective tissue for various constituents of the platform to connect, taking a cut […]
Category Archives: [INTU] Intuit
[UHAL] U-Haul
U-Haul Bought at the Top
July 10, 2026
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Boston Scientific, CCC, and OTC [...]
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[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips
July 9, 2026
What are scuttleslops? Copart Investor Call; July 6, 2026 Copart’s special call was essentially a [...]
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[scuttleslops] Semiconductors and AI Infrastructure: AAPL, CRWV, NBIS, HPE, DELL, Analog Chips
July 2, 2026
What are scuttleslops? The Circuit: Apple’s Siri AI, Nebius Inflection, China Trip Takeaways; June 15, [...]
Continue reading →[ZTS] Zoetis
[ZTS] Zoetis could use a booster shot
June 29, 2026
MBI and I recorded an episode of Never Sell recently (Scuttleslops, OpenAI valuation, Ryan Specialty) (Spotify, YouTube) Upcoming posts [...]
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[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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