Few menu items so singularly express our collective surrender to fat and carbs than the habitual ease with which we order french fries. We can’t get enough of them. At the McDonald’s I worked at one summer in high school, I recall heaving what seemed like an endless bounty of golden fries into the fry […]
Tag Archives: LW
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 [...]
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[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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