If you were looking at Chegg in 2014, you’d have found plenty of valid reasons to pass on, or even short, its stock. The company was plowing more than all its operating cash flow into textbooks and renting them out to students at increasingly discounted prices as it braved intensifying competition from Barnes and Noble, […]
Tag Archives: Chegg
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[scuttleslops] INTC, AMD, Anthropic, BKNG, NEE, PLTR
November 6, 2026
Intel can’t make enough CPUs; AMD is supply constrained too but appears to be taking [...]
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update on Gartner
November 4, 2026
Upcoming posts (in no particular order): Domino’s Pizza, Constellation Software, Otis, Badger Meter, Tractor Supply, [...]
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[scuttleslops] RDDT, AI and cybersecurity, AMZN, MU, META, BLDR, RYAN
November 2, 2026
Google is reading Reddit and sending it less traffic; cybersecurity is entering a dangerous new [...]
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[scuttleslops] GOOGL, AMZN, BRO, KNSL, ODFL, MCO, SPGI
October 29, 2026
AI could improve Google’s ad economics; AI agents need Amazon; more specialty insurance risks are [...]
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[scuttleslops] SPCX, TXN, ROL, URI
October 26, 2026
SpaceX is coming for the telcos; turns out Texas Instruments was early, not wrong; Rollins’ [...]
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