If you’re unfamiliar with the architectural coatings sector, you might be surprised to know that selling paint can be a good business…and no one sells it more profitably in North America than SHW, whose market share gains have come from both the multi-decade shift from “Do-It-Yourself” (DIY) to professional paint jobs and a leading position […]
Tag Archives: SHW
scuttleslops
[scuttleslops] SPCX, TXN, ROL, URI
October 26, 2026
SpaceX is coming for the telcos; turns out Texas Instruments was early, not wrong; Rollins’ [...]
Continue reading →[ISRG] Intuitive Surgical
[ISRG – Intuitive Surgical] the robot is the easy part
October 22, 2026
Upcoming posts (in no particular order): Constellation Software, Otis, Gartner, Badger Meter, Tractor Supply, Fortive, [...]
Continue reading →scuttleslops
[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models
October 20, 2026
Agents are less disruptive to commerce than you think; how Match is trying to find [...]
Continue reading →scuttleslops
[scuttleslops] MRVL, APP, AMZN, Chips
October 15, 2026
Marvell connects the dots; AppLovin has most of the auctions; AWS is not worried about [...]
Continue reading →[FICO] Fair Isaac
some thoughts on FICO
October 12, 2026
Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
Continue reading →