This circuitous 2-parter is going to open with the consumer credit bureaus (Equifax, Experian, and TransUnion – EET), switch to FICO, and loop back to the bureaus…apologies in advance for the disorienting structure. Let’s start with Experian, which like many companies formed through motley acquisitions, wasn’t so much created as it was allowed to emerge. […]
Tag Archives: Credit bureaus
scuttleslops
[scuttleslops] Semiconductors and AI Infrastructure: AAPL, CRWV, NBIS, HPE, DELL, Analog Chips
What are scuttleslops? The Circuit: Apple’s Siri AI, Nebius Inflection, China Trip Takeaways; June 15, [...]
Continue reading →[ZTS] Zoetis
[ZTS] Zoetis could use a booster shot
MBI and I recorded an episode of Never Sell recently (Scuttleslops, OpenAI valuation, Ryan Specialty) (Spotify, YouTube) Upcoming posts [...]
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[scuttleslops] E-commerce: SHOP, WMT, TGT, DASH, UBER, Tik-Tok, Shein, Waymo
What are scuttleslops? The Jason & Scot Show: The Non-Agentic Episode; June 18, 2026 The [...]
Continue reading →[APO] Apollo
Apollo and what even is private credit?
The term “private credit” labors under the weight of negative connotations, yet remains poorly defined. [...]
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[scuttleslops] AAPL, NVDA, TYL, FISV, APO, ROL
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, U-Haul, Apollo, Zoetis, and CCC [...]
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