A deep local presence can confer competitive advantages in industries with low entry barriers. Rollins typically commands the largest share in its markets, allowing it to service more houses per technician outing than competitors, resulting in greater labor productivity and scale economies on marketing and branch overhead. Fastenal clusters its stores near customers, permitting steady […]
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[scuttleslops] GOOGL, AMZN, BRO, KNSL, ODFL, MCO, SPGI
October 29, 2026
AI could improve Google’s ad economics; AI agents need Amazon; more specialty insurance risks are [...]
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[scuttleslops] SPCX, TXN, ROL, URI
October 26, 2026
SpaceX is coming for the telcos; turns out Texas Instruments was early, not wrong; Rollins’ [...]
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[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, [...]
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[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 [...]
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[scuttleslops] MRVL, APP, AMZN, Chips
October 15, 2026
Marvell connects the dots; AppLovin has most of the auctions; AWS is not worried about [...]
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