scuttleblurb
SubstackArticles
118
Companies covered
88
Sectors
8
Countries
7
Research Articles
[scuttleslops] BLDR, RYAN, APG, GFL, FND
Aug 3, 2026
[ZTS] Zoetis could use a booster shot
Jun 29, 2026
PayPal tries again (and again)
May 4, 2026
Adyen update
Apr 24, 2026
Does Upwork have a future?
Apr 17, 2026
[scuttlebit] Thermo Fisher update
Apr 8, 2026
[scuttlebit] Danaher update
Mar 31, 2026
Veeva, AI, and regulated workflows
Feb 23, 2026
How Pool stacks up to Watsco
Feb 13, 2026
[KNSL] Kinsale is built for speed
Jan 26, 2026
thoughts on Watsco
Jan 16, 2026
[AVTR] a poor man’s Thermo Fisher
Dec 22, 2025
[scuttlebit] Shift4’s organic growth
Dec 10, 2025
[scuttlebit] yet another Shift4 take
Nov 13, 2025
[scuttlebit] Fiserv’s October Massacre
Nov 7, 2025
[scuttlebit] Wise is probably going to be fine
Oct 10, 2025
[scuttlebit] Charles Schwab is so back
Sep 22, 2025
[scuttlebit] thoughts on ASML
Sep 15, 2025
Is Global Payments the next Adyen?
Aug 18, 2025
Cadence, Synopsys, and the Future of Chip Design
Apr 28, 2025
Shift4’s M&A Alchemy
Mar 17, 2025
[SNA – Snap-On] when brand meets distribution
Dec 12, 2024
quick Xpel update
May 28, 2024
[ROP] Roper Technologies
Mar 18, 2024
[MTCH] Match Group
Dec 18, 2023
Consumer credit bureaus and FICO
Nov 29, 2023
[DLTR] Dollar Tree
Oct 23, 2023
yet another Dollar General take
Oct 9, 2023
some thoughts on Adyen
Sep 20, 2023
[DNB] Dun & Bradstreet
Jul 25, 2023
[DHR] Danaher
May 23, 2023
[TMO] Thermo Fisher
Apr 26, 2023
[APG] APi Group
Mar 28, 2023
quick follow-up on Charles Schwab
Mar 26, 2023
some thoughts on Charles Schwab
Mar 12, 2023
thoughts on Guidewire, Wizz Air, and Upwork
Oct 31, 2022
[OKTA, W] back to reality
Oct 22, 2022
[TXN] Texas Instruments
Aug 8, 2022
[ODFL] Old Dominion and less-than-truckload
Jun 27, 2022
[CRM] Salesforce
Jun 7, 2022
GFL and waste management
May 23, 2022
[CPRT] Copart
May 9, 2022
CarMax, Carvana, and used car retailing
Apr 18, 2022
[ABNB, BKNG] Airbnb v Booking
Feb 7, 2022
[INTC] Intel Corp.
Jan 12, 2022
Square / PayPal: Part 2
Dec 17, 2021
Square / PayPal: Part 1
Dec 1, 2021
[TDOC] Teladoc
Oct 6, 2021
[TWLO] Twilio
Sep 17, 2021
Nvidia (NVDA): Part 2 of 2
Jul 28, 2021
Nvidia (NVDA): Part 1 of 2
Jul 12, 2021
Update on IAC (+ Vimeo)
Jun 25, 2021
Chewy and Zooplus
May 25, 2021
[VEEV – Veeva Systems] Beyond CRM
May 12, 2021
Thoughts on the S&P Global / IHS Markit merger
Mar 15, 2021
[TWTR] Twitter
Feb 25, 2021
[IAC; ANGI] Yet another IAC write-up
Jan 14, 2021
Thoughts on Watsco and some businesses like it
Sep 24, 2020
[APPN, PEGA, SMAR] No/low code evolution
Jun 11, 2020
FICO and the Consumer Credit Bureaus: Part 2
May 24, 2020
FICO and the Consumer Credit Bureaus: Part 1
May 12, 2020
[V – Visa; MA – Mastercard] Beyond the card
Oct 11, 2019
[HEI/A – HEICO Corp] Niches get riches; Part 2
Sep 12, 2019
[TTD – The Trade Desk] A gorilla in ad tech?
Jul 6, 2019
[TDG – TransDigm] Niches get riches - part 1
Jun 20, 2019
[ALGN – Align Technology] Process Advantages
Apr 25, 2019
[OKTA – Okta] Owning Identity
Apr 11, 2019
[CSU] Constellation Software
Dec 8, 2018
[TEAM – Atlassian] Collaboration and Competition
Jul 31, 2018
[ZO1 – Zooplus] Competing with Amazon
May 7, 2018
[LYV – Live Nation] On Flywheels and Bundles
Apr 24, 2018
[WK – Workiva] From Point Solution to Platform
Apr 13, 2018
[IDXX – IDEXX Labs] Priced to Win
Feb 2, 2018
[MSFT – Microsoft] Death Star, Reformed
Jan 19, 2018
[ADI – Analog Devices] A Silent Hero
Nov 16, 2017
[WIX – Wix.com] Scaling Profitably
Nov 7, 2017
[MCEM – Monarch Cement] Ash Grove Part Deux?
Oct 5, 2017
