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

[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA

What are scuttleslops? Veeva Systems, Q2 ‘27 Earnings Call, August 26, 2026 source: Koyfin Commercial [...]

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[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

[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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scuttleslops

[scuttleslops] Adyen, JHX, FICO, UPWK, AMD, AI buildout

What are scuttleslops? Adyen, H1 ‘26 Earnings Call, August 13, 2026 Growth is still being [...]

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