Part 1 is about the past. It will give you an overview of what Dow and DuPont were before their 2017 merger. Part 2 is about the future. It gets into the profit potential and valuation of DWDP’s constituent parts. Salient experiences create salient stocks. We zone out to Netflix on our iPhones, order more of […]
Tag Archives: Chemicals
scuttleslops
[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition
Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
Continue reading →[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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[scuttleslops] UNP-NSC merger, HEI, NVDA, AVGO, DG, DLTR
I will publish a long overdue update on TransDigm tomorrow. Other upcoming posts (in no [...]
Continue reading →scuttleslops
[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 [...]
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