MBI and I recorded an episode of Never Sell recently (Scuttleslops, OpenAI valuation, Ryan Specialty) (Spotify, YouTube) Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, U-Haul, CCC, and OTC Markets Zoetis is the former animal health division of Pfizer, with roots reaching back to the 1950s. In the years following its 2013 spin-off, it introduced a number […]
Category Archives: [ZTS] Zoetis
scuttleslops
[scuttleslops] Cloudflare wants bots to pay; OpenAI’s ad ambitions; Memory chip competition; Muse is a proactive assistant; the Wintel of cars and robots; Atlassian as a coordinating layer
Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
Continue reading →[ROL] Rollins
[ROL – Rollins] The exterminator’s dilemma
Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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Continue reading →scuttleslops
[scuttleslops] AAPL, SHOP, Databricks, Lonza
Upcoming posts (in no particular order): Rollins, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
Continue reading →[CSGP] CoStar Group
[CoStar] Homes are different
Upcoming posts (in no particular order): Gartner, Tractor Supply, Intuitive Surgical, Rollins, Fortive, and Veralto [...]
Continue reading →scuttleslops
[scuttleslops] Chatbot advertising, AMZN, ROP, China EV’s and Humanoid Robots, APH
Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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