There are some smart people who think that our brains are wired to process the world hierarchically[1][2]. For instance, neurons in one part of the visual cortex fire when they detect lines tilted at particular angles, sending those patterns to a “higher” layer where certain other neurons are attuned to the detection of particular letters, […]
Category Archives: [SMAR] Smartsheet
[TDG] TransDigm
TransDigm is still in it for the money
September 10, 2026
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
September 9, 2026
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
September 3, 2026
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
August 31, 2026
Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Transdigm, Fortive, and Veralto Healthcare [...]
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[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
August 26, 2026
Upcoming posts (in no particular order): CoStar, Waystar, Gartner, Tractor Supply, Transdigm, Fortive, and Veralto [...]
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