Freakonomics Radio (9/28/17; Why Larry Summers is the Economist Everyone Hates to Love) Larry Summers: (On infrastructure) “I think we’ve completely mismanaged infrastructure investment in the United States. It’s nuts that when interest rates are lower than they’ve been at any time in the last 50 years that we’re also investing less net of depreciation…it’s […]
Tag Archives: Franchisees
scuttleslops
[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA
September 3, 2026
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
August 31, 2026
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
August 26, 2026
Upcoming posts (in no particular order): CoStar, Waystar, Gartner, Tractor Supply, Transdigm, Fortive, and Veralto [...]
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[scuttleslops] Adyen, JHX, FICO, UPWK, AMD, AI buildout
August 21, 2026
What are scuttleslops? Adyen, H1 ‘26 Earnings Call, August 13, 2026 Growth is still being [...]
Continue reading →[CCC] CCC
CCC is in the Middle of the Wreckage
August 20, 2026
Upcoming posts (in no particular order): Gartner, Tractor Supply, Transdigm, Waystar, Fortive, and Veralto [CCC [...]
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