After having not followed eBay for a long while, I tuned into eBay’s Seller Summit in late 2015 where the company laid out its structured data agenda, intensifying its strategic move away from the messy, spectrum-of-value bazaar of an earlier .com era – when, in the absence of 2-day shipping and consumer experience, broad selection […]
Tag Archives: EBAY
[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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Continue reading →scuttleslops
[scuttleslops] UNP-NSC merger, HEI, NVDA, AVGO, DG, DLTR
I will publish a long overdue update on TransDigm tomorrow. Other upcoming posts (in no [...]
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[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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[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
Upcoming posts (in no particular order): CoStar, Waystar, Gartner, Tractor Supply, Transdigm, Fortive, and Veralto [...]
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