Part 1 is about the past. It will give you an overview of what Dow and DuPont were before their 2017 merger. Part 2 is about the future. It gets into the profit potential and valuation of DWDP’s constituent parts. Salient experiences create salient stocks. We zone out to Netflix on our iPhones, order more of […]
Tag Archives: Specialty chemicals
[MA] Mastercard [V] Visa
[V, MA] The more things change, the more they stay the same
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
What are scuttleslops? Booking Holdings, Q2 ‘26 Earnings Call, August 04, 2026 Room nights grew [...]
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[scuttleslops] UMG, SPOT, SAIA, XPO, ICE, CBOE
What are scuttleslops? Universal Music Group, Q2 ‘26 Earnings Call, July 30, 2026 Universal Music [...]
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[scuttleslops] BLDR, RYAN, APG, GFL, FND
What are scuttleslops? Builders FirstSource, Q2 ‘26 Earnings Call, July 30, 2026 Builders FirstSource described [...]
Continue reading →[OTCM] OTC Markets
[OTCM] Listings for the rest of us
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Waystar, CCC, and Fortive As [...]
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