Several weeks ago, the stock of Ellie Mae, a SaaS that automates the grueling task of underwriting residential mortgages, got hammered when the company reported revenue weakness on lower than expected industry refinancing volumes and longer than expected ramp times for larger enterprise customers, prompting management to dramatically cut its full year revenue growth guidance […]
Tag Archives: Modularization
scuttleslops
[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR
June 1, 2026
What are scuttleslops? The very first scuttleslop! Let me know what you think. Again, the [...]
Continue reading →[IAC] IAC [MGM] MGM
IAC and MGM update: part 2
May 29, 2026
Upcoming posts (in no particular order): Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, Zoetis, and CCC [...]
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Introducing: scuttleslops
May 27, 2026
Hi everyone, I’m launching a new weekly service called scuttleslops. It will be included in [...]
Continue reading →[IAC] IAC
IAC and MGM update: part 1
May 21, 2026
Upcoming posts (in no particular order): IAC part 2, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, [...]
Continue reading →[RDVT] Red Violet
[RDVT] Red Violet and the Identity Resolution Mafia
May 12, 2026
Upcoming posts (in no particular order): IAC/MGM, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Zoetis (maybe) Today, [...]
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