Folks, a few announcements: First, I’m creating short 5-7 minute AI-generated podcast conversations based on my write-ups using NotebookLM and making them freely available on the scuttleblurb podcast feed (Apple, Spotify). These are not meant to be replacements for the actual write-ups and, to be honest, they aren’t even perfectly accurate summaries of them. I’ve […]
Category Archives: Rippling
SAMPLE POSTS
scuttleblurb business update (2025)
I’m sure you’re sick of these annual newsletter recaps by now, so I’ll keep mine [...]
Continue reading →[SAIA] Saia [XPO] XPO [ODFL] Old Dominion
[ODFL, SAIA, XPO] the LTL carriers are going to be ok
If I were to tell you about a company whose main job is to move [...]
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Continue reading →[AVTR] Avantor
[AVTR] a poor man’s Thermo Fisher
Avantor is like Thermo Fisher in some respects. It distributes lab products and sells bioprocessing [...]
Continue reading →Uncategorized
Survey results + programming notes
Hi everyone – on Monday, I’ll share some thoughts on Avantor in my final post [...]
Continue reading →scuttlebits [FOUR] Shift4
[scuttlebit] Shift4’s organic growth
Last week, a reader and Shift4 shareholder messaged me, raising questions about the company’s organic [...]
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