scuttleblurb – Page 4

[NVDA] Nvidia

Nvidia (NVDA): Part 2 of 2

July 28, 2021

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[NVDA] Nvidia

Nvidia (NVDA): Part 1 of 2

July 12, 2021

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[IAC] IAC

Update on IAC (+ Vimeo)

June 25, 2021

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[EVBG] Everbridge

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

June 15, 2021

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SAMPLE POSTS [ALGN] Align Technology [SDC] Smile Direct Club

[ALGN – Align Tech, SDC – Smile Direct Club] Brand, scale economies, and vertical integration

June 2, 2021

Below is a transcript of a podcast I recently recorded. It has been lightly edited [...]

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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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[IT] Gartner

Some thoughts on Gartner

Posted on April 28, 2020April 28, 2020 by scuttleblurb

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[LILA/LILAK] Liberty Latin America

[LILAK – Liberty Latin America] Once more unto the breach

Posted on April 14, 2020April 14, 2020 by scuttleblurb

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Nvidia (NVDA): Part 2 of 2

Nvidia (NVDA): Part 1 of 2

Update on IAC (+ Vimeo)

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

[ALGN – Align Tech, SDC – Smile Direct Club] Brand, scale economies, and vertical integration

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