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[SHW] Sherwin-Williams

November 15, 2021

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[DDOG] Datadog [DT] Dynatrace [ESTC] Elastic NV [NEWR] New Relic [SPLK] Splunk

Data, Observability and Monitoring ($SPLK, $ESTC, $NEWR, $DT, $DDOG)

October 28, 2021

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[TDOC] Teladoc

October 6, 2021

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[IAC] IAC

quick thoughts on the IAC/MDP acquisition rumor

September 27, 2021

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[TWLO] Twilio

September 17, 2021

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[SHW] Sherwin-Williams

Posted on November 15, 2021November 16, 2021 by scuttleblurb

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[DDOG] Datadog, [DT] Dynatrace, [ESTC] Elastic NV, [NEWR] New Relic, [SPLK] Splunk

Data, Observability and Monitoring ($SPLK, $ESTC, $NEWR, $DT, $DDOG)

Posted on October 28, 2021November 16, 2021 by scuttleblurb

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[TDOC] Teladoc

Posted on October 6, 2021November 14, 2021 by scuttleblurb

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[IAC] IAC

quick thoughts on the IAC/MDP acquisition rumor

Posted on September 27, 2021November 2, 2021 by scuttleblurb

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[TWLO] Twilio

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

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[FISV] Fiserv, [GWRE] Guidewire Software

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

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

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[IQV] IQVIA, [WIZZ] Wizz Air

IQVIA [IQV] + quick Wizz Air update

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

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[NVDA] Nvidia

Nvidia (NVDA): Part 2 of 2

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

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[SHW] Sherwin-Williams

Data, Observability and Monitoring ($SPLK, $ESTC, $NEWR, $DT, $DDOG)

[TDOC] Teladoc

quick thoughts on the IAC/MDP acquisition rumor

[TWLO] Twilio

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