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Thoughts on Watsco and some businesses like it

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[ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2

Posted By scuttleblurb On In [ADSK] Autodesk,[DSY:EN] Dassault Systemes,[PTC] PTC Inc. | Comments Disabled
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[CVNA – Carvana] Fat tail investing

Posted By scuttleblurb On In [CVNA] Carvana | Comments Disabled
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Simulation, CAD, and PLM: Part 1

Posted By scuttleblurb On In [ALTR] Altair Engineering,[ANSS] Ansys | Comments Disabled
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[Z – Zillow Group] On lead gen and iBuying

Posted By scuttleblurb On In [Z] Zillow | Comments Disabled
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[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models

Posted By scuttleblurb On In [ADM.L] Admiral Group | Comments Disabled
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[APPN, PEGA, SMAR] No/low code evolution

Posted By scuttleblurb On In [APPN] Appian,[PEGA] Pega Systems,[SMAR] Smartsheet | Comments Disabled
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FICO and the Consumer Credit Bureaus: Part 2

Posted By scuttleblurb On In [EFX] Equifax,[EXPN] Experian,[FICO] Fair Isaac,[TRU] TransUnion | Comments Disabled
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