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
[scuttleslops] BLDR, RYAN, APG, GFL, FND
August 3, 2026
What are scuttleslops? Builders FirstSource, Q2 ‘26 Earnings Call, July 30, 2026 Builders FirstSource described [...]
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[OTCM] Listings for the rest of us
July 31, 2026
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Waystar, CCC, and Fortive As [...]
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[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO
July 30, 2026
What are scuttleslops? Old Dominion Freight Line, Q2 ‘26 Earnings Call, July 29, 2026 Old [...]
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[scuttleslops] GOOGL, TXN, Natural Gas
July 23, 2026
What are scuttleslops? Invest Like the Best interview with Matthew Smith, founder and CIO of [...]
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Boston Scientific Has to Keep Buying the Future
July 20, 2026
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Waystar, CCC, and OTC Markets [...]
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