Executive Roundtable: Street Talk (11/9/17), Phocuswright Conference Rachael Rothman, Sr. Analyst, Gaming, Lodging, and Leisure at Susquehanna Financial Group (on hotel demand) “I think we know from the industry-wide data that there is a definite shift to book direct…I would also just highlight that going back 30 years from hotel school, we always thought of […]
Tag Archives: B2B2C
scuttleslops
[scuttleslops] GOOGL, TXN, Natural Gas
July 23, 2026
What are scuttleslops? Invest Like the Best interview with Matthew Smith, founder and CIO of [...]
Continue reading →[BSX] Boston Scientific
Boston Scientific Has to Keep Buying the Future
July 20, 2026
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Waystar, CCC, and OTC Markets [...]
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[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China
July 16, 2026
What are scuttleslops? InPractise Interview with a Former Senior Director at Synopsys: EDA Front-End vs [...]
Continue reading →[UHAL] U-Haul
U-Haul Bought at the Top
July 10, 2026
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Boston Scientific, CCC, and OTC [...]
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[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips
July 9, 2026
What are scuttleslops? Copart Investor Call; July 6, 2026 Copart’s special call was essentially a [...]
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