In the insurance industry, growth stories are to be treated with caution. When I come across an underwriter, like Protector Fosikring, that is profitably growing premiums by 20%/year when its peer group is growing 1-4%/year, the first flag I raise is colored red, not green. More likely than not, it is underpricing risk or accepting […]
Category Archives: [PROTCT] Protector Forsikring
scuttleslops
[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition
Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
Continue reading →[TDG] TransDigm
TransDigm is still in it for the money
Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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[scuttleslops] UNP-NSC merger, HEI, NVDA, AVGO, DG, DLTR
I will publish a long overdue update on TransDigm tomorrow. Other upcoming posts (in no [...]
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[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA
What are scuttleslops? Veeva Systems, Q2 ‘27 Earnings Call, August 26, 2026 source: Koyfin Commercial [...]
Continue reading →[WAY] Waystar
[WAY – Waystar] Healthcare is a very complicated invoice
Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Transdigm, Fortive, and Veralto Healthcare [...]
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