scuttleblurb – Page 3

[VEEV] Veeva Systems

[VEEV – Veeva Systems] Beyond CRM

May 12, 2021

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[BOX] Box [DBX] Dropbox

[BOX – Box; DBX – Dropbox] Opportunities and competitive challenges

April 26, 2021

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[FLT] FleetCor [WEX] WEX Inc.

[FLT – FleetCor; WEX – WEX Inc.] Beyond fuel to B2B payments: part 2

April 14, 2021

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[FLT] FleetCor [WEX] WEX Inc.

[FLT – FleetCor; WEX – WEX Inc.] Beyond Fuel: Part 1

March 31, 2021

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[SPGI] S&P Global

Thoughts on the S&P Global / IHS Markit merger

March 15, 2021

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[ADSK] Autodesk, [DSY:EN] Dassault Systemes, [PTC] PTC Inc.

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

Posted on September 1, 2020September 23, 2020 by scuttleblurb

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[CVNA] Carvana

[CVNA – Carvana] Fat tail investing

Posted on August 13, 2020January 6, 2021 by scuttleblurb

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[ALTR] Altair Engineering, [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

Posted on July 30, 2020August 12, 2020 by scuttleblurb

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[Z] Zillow

[Z – Zillow Group] On lead gen and iBuying

Posted on July 15, 2020October 24, 2020 by scuttleblurb

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[ADM.L] Admiral Group

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

Posted on June 29, 2020April 15, 2021 by scuttleblurb

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

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

Posted on June 10, 2020March 6, 2021 by scuttleblurb

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[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

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[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

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[VEEV – Veeva Systems] Beyond CRM

[BOX – Box; DBX – Dropbox] Opportunities and competitive challenges

[FLT – FleetCor; WEX – WEX Inc.] Beyond fuel to B2B payments: part 2

[FLT – FleetCor; WEX – WEX Inc.] Beyond Fuel: Part 1

Thoughts on the S&P Global / IHS Markit merger

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