Code Media (2/14/2018; Analyst Michael Nathanson on where media is headed) Michael Nathanson “Over the past 4 years [from 2013 to 2017], the FANG stocks have added $1.4tn of market cap. At the same time, the media industry, the content network industry, the studio industry, has lost about $40bn of market cap. This is one […]
Tag Archives: Red Hat
scuttleslops
[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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[scuttleslops] ZTS, APO, FISV, TTD, RELY
August 13, 2026
What are scuttleslops? Zoetis, Q2 ‘26 Earnings Call, August 06, 2026 Zoetis’s second quarter exposed [...]
Continue reading →[MA] Mastercard [V] Visa
[V, MA] The more things change, the more they stay the same
August 10, 2026
Upcoming posts (in no particular order): Gartner, Tractor Supply, Transdigm, Waystar, CCC, Fortive, and Veralto [...]
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[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
August 7, 2026
What are scuttleslops? Booking Holdings, Q2 ‘26 Earnings Call, August 04, 2026 Room nights grew [...]
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