Hi everyone, I’m launching a new weekly service called scuttleslops. It will be included in all paid subscriptions. Each scuttleslop will contain 5 AI-generated summaries of weekly events and developments pertaining to companies I’ve profiled. Compared to the posts that I author, scuttleslops, written by Claude, will be light on context and focused on newsflow […]
Upcoming posts (in no particular order): IAC part 2, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, Zoetis (maybe) Here’s roughly where things stood at IAC in September 2022, when I last wrote up the company: There was a time, not too long ago, when an investor could treat IAC as a collection of binary early stage […]
Upcoming posts (in no particular order): IAC/MGM, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Zoetis (maybe) Today, a quick post on a small company with a colorful origin story. We don’t often think about the paper trail we leave behind as we move through the world. The DMV records, property deeds, utility bills, corporate filings, liens, and […]
Upcoming posts (in no particular order): Red Violet, IAC, Gartner, Verisk, Visa/Mastercard MBI and I recorded an episode of Never Sell recently (Big Tech earnings, S&P and Moody’s, AI) (Spotify, YouTube, Apple) In my last post, I made the case that Adyen wins by doing less: These do not, on the surface, seem like much […]
Upcoming posts (in no particular order): PayPal/Stripe, IAC, Gartner, Red Violet, Verisk, Visa/Mastercard Payment processing stocks on the whole have had a rough 12 months: Source: Koyfin For some of these names, one can propose idiosyncratic reasons that might explain the sell-off – Shift4 is an opaque and levered serial acquirer; Global Payments and Fiserv […]
Upcoming posts (in no particular order): Upwork, Adyen, PayPal, Gartner, Verisk, maybe Visa/Mastercard A common rebuttal to the “AI will take all the jobs” narrative is that even if AI can do a given task better than a human, a job is more than just a collection of discrete tasks. Lawyers don’t just draft contracts […]
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MBI and I recorded an episode of Never Sell recently (AI Doom, Veeva, Research and Writing) (Spotify, Apple, YouTube, RSS feed) Upcoming posts (in no particular order): Upwork, Adyen, PayPal, Gartner, Verisk, maybe Visa/Mastercard As discussed in last week’s scuttlebit, Danaher’s life sciences coverage can basically be boiled down to 3 types of products: 1) diagnostic instruments and assays that hospitals […]
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It’s been nearly three years since I last wrote up Danaher and Thermo Fisher, so I figure it’s time for an update, especially with both companies announcing huge acquisitions recently. Let’s start with Danaher, specifically its Diagnostics division, which sells instruments and associated consumables that hospitals use to diagnose diseases. Though accounting for 41% of […]
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