scuttleblurb – A Value Investing Blog

[FLT] FleetCor [WEX] WEX Inc.

[FLT – FleetCor; WEX – WEX Inc.] Beyond Fuel: Part 1

March 31, 2021

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[SPGI] S&P Global

Thoughts on the S&P Global / IHS Markit merger

March 15, 2021

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[TWTR] Twitter

February 25, 2021

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[SNOW] Snowflake

[SNOW] Modern data systems: part 2

February 8, 2021

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[MDB] MongoDB

[MDB] Modern data systems: part 1

February 8, 2021

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[FLT] FleetCor, [WEX] WEX Inc.

[FLT – FleetCor; WEX – WEX Inc.] Beyond Fuel: Part 1

Posted on March 31, 2021April 2, 2021 by scuttleblurb

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[SPGI] S&P Global

Thoughts on the S&P Global / IHS Markit merger

Posted on March 15, 2021March 17, 2021 by scuttleblurb

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[TWTR] Twitter

Posted on February 25, 2021April 8, 2021 by scuttleblurb

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[SNOW] Snowflake

[SNOW] Modern data systems: part 2

Posted on February 8, 2021February 11, 2021 by scuttleblurb

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[MDB] MongoDB

[MDB] Modern data systems: part 1

Posted on February 8, 2021March 17, 2021 by scuttleblurb

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[ANGI] ANGI Homeservices, [IAC] IAC

[IAC; ANGI] Yet another IAC write-up

Posted on January 14, 2021January 27, 2021 by scuttleblurb

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[FVRR] Fiverr Intl, [UPWK] Upwork

[FVRR, UPWK] Freelance marketplaces

Posted on December 20, 2020December 23, 2020 by scuttleblurb

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[MKTX] MarketAxess, [TW] Tradeweb Markets

[MKTX, TW] Market infrastructure: part 3

Posted on November 30, 2020November 30, 2020 by scuttleblurb

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[FLT – FleetCor; WEX – WEX Inc.] Beyond Fuel: Part 1

Thoughts on the S&P Global / IHS Markit merger

[TWTR] Twitter

[SNOW] Modern data systems: part 2

[MDB] Modern data systems: part 1

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