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[scuttleslops] ZTS, APO, FISV, TTD, RELY

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[V, MA] The more things change, the more they stay the same

Every so often, a sexy new technology or theme emerges in payments that threatens to disintermediate Visa and Mastercard; and every time, Visa and Mastercard manage to absorb that threat into their network.

[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ

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[scuttleslops] UMG, SPOT, SAIA, XPO, ICE, CBOE

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[scuttleslops] BLDR, RYAN, APG, GFL, FND

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[OTCM] Listings for the rest of us

Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Waystar, CCC, and Fortive

[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO

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[scuttleslops] GOOGL, TXN, Natural Gas

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Boston Scientific Has to Keep Buying the Future

Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Waystar, CCC, and OTC Markets

[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China

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