Looking at TRUP is like staring at one of those ambiguous images that could be both a rabbit and a duck, both a saxophonist and a woman’s face: we know that this is an insurance company, but we’re compelled to analyze it as a data-driven subscription service. Of course, all responsible insurers are data-driven and […]
Tag Archives: Humanization of Pets
SAMPLE POSTS
scuttleblurb business update (2025)
January 8, 2026
I’m sure you’re sick of these annual newsletter recaps by now, so I’ll keep mine [...]
Continue reading →[SAIA] Saia [XPO] XPO [ODFL] Old Dominion
[ODFL, SAIA, XPO] the LTL carriers are going to be ok
January 5, 2026
If I were to tell you about a company whose main job is to move [...]
1 Comments
Continue reading →[AVTR] Avantor
[AVTR] a poor man’s Thermo Fisher
December 22, 2025
Avantor is like Thermo Fisher in some respects. It distributes lab products and sells bioprocessing [...]
Continue reading →Uncategorized
Survey results + programming notes
December 19, 2025
Hi everyone – on Monday, I’ll share some thoughts on Avantor in my final post [...]
Continue reading →scuttlebits [FOUR] Shift4
[scuttlebit] Shift4’s organic growth
December 10, 2025
Last week, a reader and Shift4 shareholder messaged me, raising questions about the company’s organic [...]
2 Comments
Continue reading →