Substack
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Everything we have picked from this writer, newest first.
distressed [OTCM] Listings for the rest of us
OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…
scuttleblurb scuttleblurb earnings 2026-07-30 earnings[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO
Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…
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ai [scuttleslops] GOOGL, TXN, Natural Gas
U.S. natural-gas demand could outstrip deliverable supply from 2028 as LNG exports and AI power generation add 5–15 Bcf/day, driving…
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business models Boston Scientific Has to Keep Buying the Future
Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…
scuttleblurb scuttleblurb ai 2026-07-16 ai[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China
Synopsys and Cadence retain EDA pricing power through entrenched design flows, foundry relationships and high switching costs; AI-driven…
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automotive U-Haul Bought at the Top
U-Haul’s pandemic-era fleet purchases at inflated prices now drive higher depreciation and disposal losses as truck and van prices…
scuttleblurb scuttleblurb automotive 2026-07-09 automotive[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips
Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…
scuttleblurb scuttleblurb ai 2026-07-02 ai[scuttleslops] Semiconductors and AI Infrastructure: AAPL, CRWV, NBIS, HPE, DELL, Analog Chips
Apple positions Siri as a system-level AI feature built on device integration and private data, while Nebius seeks to turn Yandex…
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business models [ZTS] Zoetis could use a booster shot
Zoetis’ pet-drug blockbusters have shifted its mix from low-growth livestock medicines to durable companion-animal franchises with softer…
scuttleblurb scuttleblurb advertising 2026-06-25 advertising[scuttleslops] E-commerce: SHOP, WMT, TGT, DASH, UBER, Tik-Tok, Shein, Waymo
TikTok Shop targets $23 billion–$24 billion of U.S. GMV in 2026, reshaping product discovery and pushing brands toward creator seeding,…
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credit Apollo and what even is private credit?
Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification—not whether a bank or fund…
scuttleblurb scuttleblurb ai 2026-06-17 ai[scuttleslops] AAPL, NVDA, TYL, FISV, APO, ROL
Apple’s AI strategy centers on OS-level personal context and private on-device assistance, while Nvidia’s unified-memory PC chips target…
scuttleblurb scuttleblurb advertising 2026-06-10 advertising[scuttleslops] AMZN, CME, IQV, WIX, SNOW, VEEV, GWRE
Amazon’s DSP and Roku partnership build a CTV identity layer targeting $100 billion in ad revenue, while CME defends its institutional…
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activism [VRSK] Verisk has standards
Verisk’s exit from healthcare, financial-services and energy data restored a pure-play insurance analytics model, but D.E.
scuttleblurb scuttleblurb ai 2026-06-01 ai[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR
Spotify and Universal Music Group will offer licensed AI song covers and remixes as a Premium add-on, with artist opt-in and royalty…
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business models IAC and MGM update: part 2
IAC’s spin-off model produced outsized wins in Expedia and Ticketmaster alongside costly disappointments in Vimeo, Match, LendingTree and…
scuttleblurb scuttleblurb ai 2026-05-27 aiIntroducing: scuttleslops
Scuttleslops is a weekly, AI-generated newsflow service covering profiled companies, with human editorial review and added interviews.
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consumer IAC and MGM update: part 1
IAC’s $2.1 billion MGM stake now equals 35% of its market value after Angi, Care.com and other digital bets faltered; MGM shares nearly…
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small caps [RDVT] Red Violet and the Identity Resolution Mafia
Red Violet CEO Derek Dubner and CSO Ole Poulsen came from Hank Asher’s Seisint, a Florida identity-resolution data-mining firm.
scuttleblurb scuttleblurb business models 2026-05-04 business modelsPayPal tries again (and again)
Stripe’s startup-focused product sprawl contrasts with Adyen’s enterprise restraint; despite 20% more payment volume and faster growth,…
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