Every few years, I parachute into the cybersecurity space and conclude my tour bewildered by the expanse of technology and reminded of familiar plotlines. There are new focal points and different players occupying the Magic Quadrant, but the basic script remains the same, with analysts and management teams touting arcane feature advantages, speculating on impending […]
Category Archives: [PANW] Palo Alto Networks
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[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO
July 30, 2026
What are scuttleslops? Old Dominion Freight Line, Q2 ‘26 Earnings Call, July 29, 2026 Old [...]
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[scuttleslops] GOOGL, TXN, Natural Gas
July 23, 2026
What are scuttleslops? Invest Like the Best interview with Matthew Smith, founder and CIO of [...]
Continue reading →[BSX] Boston Scientific
Boston Scientific Has to Keep Buying the Future
July 20, 2026
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Waystar, CCC, and OTC Markets [...]
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[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China
July 16, 2026
What are scuttleslops? InPractise Interview with a Former Senior Director at Synopsys: EDA Front-End vs [...]
Continue reading →[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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