scuttleblurb – A Value Investing Blog

[IAC] IAC

quick thoughts on the IAC/MDP acquisition rumor

September 27, 2021

To access this post, you must purchase Annual subscription or Quarterly subscription. [...]

[TWLO] Twilio

September 17, 2021

To access this post, you must purchase Annual subscription or Quarterly subscription. [...]

2 Comments

[FISV] Fiserv [GWRE] Guidewire Software

Some thoughts on Fiserv / First Data (FISV) and Guidewire (GWRE)

August 31, 2021

To access this post, you must purchase Annual subscription or Quarterly subscription. [...]

1 Comment

[IQV] IQVIA [WIZZ] Wizz Air

IQVIA [IQV] + quick Wizz Air update

August 13, 2021

To access this post, you must purchase Annual subscription or Quarterly subscription. [...]

[NVDA] Nvidia

Nvidia (NVDA): Part 2 of 2

July 28, 2021

To access this post, you must purchase Annual subscription or Quarterly subscription. [...]

[IAC] IAC

quick thoughts on the IAC/MDP acquisition rumor

Posted on September 27, 2021September 28, 2021 by scuttleblurb

To access this post, you must purchase Annual subscription or Quarterly subscription.

Continue reading →

[TWLO] Twilio

Posted on September 17, 2021September 27, 2021 by scuttleblurb

To access this post, you must purchase Annual subscription or Quarterly subscription.

Continue reading →

[FISV] Fiserv, [GWRE] Guidewire Software

Some thoughts on Fiserv / First Data (FISV) and Guidewire (GWRE)

Posted on August 31, 2021August 31, 2021 by scuttleblurb

To access this post, you must purchase Annual subscription or Quarterly subscription.

Continue reading →

[IQV] IQVIA, [WIZZ] Wizz Air

IQVIA [IQV] + quick Wizz Air update

Posted on August 13, 2021August 13, 2021 by scuttleblurb

To access this post, you must purchase Annual subscription or Quarterly subscription.

Continue reading →

[NVDA] Nvidia

Nvidia (NVDA): Part 2 of 2

Posted on July 28, 2021July 29, 2021 by scuttleblurb

To access this post, you must purchase Annual subscription or Quarterly subscription.

Continue reading →

[NVDA] Nvidia

Nvidia (NVDA): Part 1 of 2

Posted on July 12, 2021July 13, 2021 by scuttleblurb

To access this post, you must purchase Annual subscription or Quarterly subscription.

Continue reading →

[IAC] IAC

Update on IAC (+ Vimeo)

Posted on June 25, 2021August 2, 2021 by scuttleblurb

To access this post, you must purchase Annual subscription or Quarterly subscription.

Continue reading →

[EVBG] Everbridge

[EVBG – Everbridge] the COVID stock that wasn’t

Posted on June 15, 2021August 11, 2021 by scuttleblurb

To access this post, you must purchase Annual subscription or Quarterly subscription.

Continue reading →

quick thoughts on the IAC/MDP acquisition rumor

[TWLO] Twilio

Some thoughts on Fiserv / First Data (FISV) and Guidewire (GWRE)

IQVIA [IQV] + quick Wizz Air update

Nvidia (NVDA): Part 2 of 2

Login