scuttleblurb – A Value Investing Blog

[ADM.L] Admiral Group

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

June 29, 2020

To access this post, you must purchase Scuttleblurb. [...]

2 Comments

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

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

June 10, 2020

To access this post, you must purchase Scuttleblurb. [...]

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

FICO and the Consumer Credit Bureaus: Part 2

May 24, 2020

To access this post, you must purchase Scuttleblurb. [...]

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

FICO and the Consumer Credit Bureaus: Part 1

May 12, 2020

To access this post, you must purchase Scuttleblurb. [...]

[IT] Gartner

Some thoughts on Gartner

April 28, 2020

To access this post, you must purchase Scuttleblurb. [...]

1 Comment

[ADM.L] Admiral Group

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

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

To access this post, you must purchase Scuttleblurb.

Continue reading →

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

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

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

To access this post, you must purchase Scuttleblurb.

Continue reading →

[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

To access this post, you must purchase Scuttleblurb.

Continue reading →

[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

To access this post, you must purchase Scuttleblurb.

Continue reading →

[IT] Gartner

Some thoughts on Gartner

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

To access this post, you must purchase Scuttleblurb.

Continue reading →

[LILA/LILAK] Liberty Latin America

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

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

To access this post, you must purchase Scuttleblurb.

Continue reading →

[BR] Broadridge

Broadridge and blockchain

Posted on March 31, 2020April 1, 2020 by scuttleblurb

To access this post, you must purchase Scuttleblurb.

Continue reading →

[CACC] Credit Acceptance Corp

[CACC – Credit Acceptance Corp] Value in subprime auto

Posted on March 16, 2020April 7, 2020 by scuttleblurb

To access this post, you must purchase Scuttleblurb.

Continue reading →

[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

FICO and the Consumer Credit Bureaus: Part 1

Some thoughts on Gartner

Login