[DHR] Danaher

[scuttlebit] Danaher update

It’s been nearly three years since I last wrote up Danaher and Thermo Fisher, so [...]

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[RYAN] Ryan Specialty

[RYAN] Ryan Specialty – the middlemen have middlemen

This is a companion piece to the Kinsale writeup from a few weeks ago, where [...]

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[MCO] Moody's Corp

S&P, Moody’s, and the limits of AI disruption: Part 2

I briefly discussed credit ratings in my S&P write-up. It’s a great business, we all [...]

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[WIX] Wix.com

[scuttlebit] Wix at the AI Crossroads

What are scuttlebits? Wix was conceived to democratize the creation of websites at a time [...]

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[SPGI] S&P Global

S&P, Moody’s, and the limits of AI disruption: Part 1

(Part 1 concerns S&P Global; Part 2 will be published next week and discusses Moody’s) [...]

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