The ~$100mn float may render this jockey bet too illiquid for some of you hedge fund MoUs. GAIA is a speculative enterprise with a questionable business moat run and 38%-owned by competent CEO/ascetic, Jirka Rysavy, who after spending years building and then paring away various businesses inside (as it is now called) GAIA, is left steering […]
Tag Archives: LTV vs. CAC
scuttleslops
[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China
What are scuttleslops? InPractise Interview with a Former Senior Director at Synopsys: EDA Front-End vs [...]
Continue reading →[UHAL] U-Haul
U-Haul Bought at the Top
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Boston Scientific, CCC, and OTC [...]
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[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips
What are scuttleslops? Copart Investor Call; July 6, 2026 Copart’s special call was essentially a [...]
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[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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