scuttleblurb – A Value Investing Blog

[ALTR] Altair Engineering [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

July 30, 2020

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[Z] Zillow

[Z – Zillow Group] On lead gen and iBuying

July 15, 2020

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[ADM.L] Admiral Group

[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models

June 29, 2020

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[APPN] Appian [PEGA] Pega Systems [SMAR] Smartsheet

[APPN, PEGA, SMAR] No/low code evolution

June 10, 2020

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[EFX] Equifax [EXPN] Experian [FICO] Fair Isaac [TRU] TransUnion

FICO and the Consumer Credit Bureaus: Part 2

May 24, 2020

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[ALTR] Altair Engineering, [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

Posted on July 30, 2020July 30, 2020 by scuttleblurb

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[Z] Zillow

[Z – Zillow Group] On lead gen and iBuying

Posted on July 15, 2020August 4, 2020 by scuttleblurb

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[ADM.L] Admiral Group

[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models

Posted on June 29, 2020June 29, 2020 by scuttleblurb

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[APPN] Appian, [PEGA] Pega Systems, [SMAR] Smartsheet

[APPN, PEGA, SMAR] No/low code evolution

Posted on June 10, 2020June 29, 2020 by scuttleblurb

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[EFX] Equifax, [EXPN] Experian, [FICO] Fair Isaac, [TRU] TransUnion

FICO and the Consumer Credit Bureaus: Part 2

Posted on May 24, 2020May 24, 2020 by scuttleblurb

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[EFX] Equifax, [EXPN] Experian, [FICO] Fair Isaac, [TRU] TransUnion

FICO and the Consumer Credit Bureaus: Part 1

Posted on May 12, 2020May 24, 2020 by scuttleblurb

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[IT] Gartner

Some thoughts on Gartner

Posted on April 28, 2020April 28, 2020 by scuttleblurb

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[LILA/LILAK] Liberty Latin America

[LILAK – Liberty Latin America] Once more unto the breach

Posted on April 14, 2020April 14, 2020 by scuttleblurb

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Simulation, CAD, and PLM: Part 1

[Z – Zillow Group] On lead gen and iBuying

[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models

[APPN, PEGA, SMAR] No/low code evolution

FICO and the Consumer Credit Bureaus: Part 2

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