What are scuttleslops? Copart Investor Call; July 6, 2026 Copart’s special call was essentially a “Jay Adair is back” message, with the incoming CEO trying to reset the investor narrative around growth, competition, and execution. Adair emphasized that his return is not temporary: “my intent is to lead the company for the next 10-plus years”. […]
Tag Archives: scuttleslops
scuttleslops
[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips
July 9, 2026
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
July 2, 2026
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
June 29, 2026
MBI and I recorded an episode of Never Sell recently (Scuttleslops, OpenAI valuation, Ryan Specialty) (Spotify, YouTube) Upcoming posts [...]
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[scuttleslops] E-commerce: SHOP, WMT, TGT, DASH, UBER, Tik-Tok, Shein, Waymo
June 25, 2026
What are scuttleslops? The Jason & Scot Show: The Non-Agentic Episode; June 18, 2026 The [...]
Continue reading →[APO] Apollo
Apollo and what even is private credit?
June 19, 2026
The term “private credit” labors under the weight of negative connotations, yet remains poorly defined. [...]
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