Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Transdigm, Fortive, and Veralto Healthcare in the United States is awkward to describe. It is an essential service that everyone consumes at some point in their lives but that most don’t fully or directly pay for. The ultimate cost of a procedure isn’t known at […]
Category Archives: [WAY] Waystar
[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 [...]
Continue reading →scuttleslops
[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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[scuttleslops] Adyen, JHX, FICO, UPWK, AMD, AI buildout
August 21, 2026
What are scuttleslops? Adyen, H1 ‘26 Earnings Call, August 13, 2026 Growth is still being [...]
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CCC is in the Middle of the Wreckage
August 20, 2026
Upcoming posts (in no particular order): Gartner, Tractor Supply, Transdigm, Waystar, Fortive, and Veralto [CCC [...]
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[scuttleslops] ZTS, APO, FISV, TTD, RELY
August 13, 2026
What are scuttleslops? Zoetis, Q2 ‘26 Earnings Call, August 06, 2026 Zoetis’s second quarter exposed [...]
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