There are some obvious benefits to combining data from different sources: a spike in call center volumes can be traced back to a database error that prevents purchase orders from going through; a purchase order from one brand can be correlated against another to promote cross-selling; a marketing department can combine first party data from […]
Category Archives: [SNOW] Snowflake
[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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Continue reading →scuttleslops
[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 [...]
Continue reading →scuttleslops
[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
Upcoming posts (in no particular order): CoStar, Waystar, Gartner, Tractor Supply, Transdigm, Fortive, and Veralto [...]
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