scuttleblurb – Page 4

[ADM.L] Admiral Group

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

June 29, 2020

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

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

June 10, 2020

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[EFX] Equifax [EXPN] Experian [FICO] Fair Isaac [TRU] TransUnion

FICO and the Consumer Credit Bureaus: Part 2

May 24, 2020

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[EFX] Equifax [EXPN] Experian [FICO] Fair Isaac [TRU] TransUnion

FICO and the Consumer Credit Bureaus: Part 1

May 12, 2020

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[IT] Gartner

Some thoughts on Gartner

April 28, 2020

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[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 2: Investment returns and valuation

Posted on July 24, 2019August 6, 2019 by scuttleblurb

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[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 1: Industry context and competitive advantages

Posted on July 17, 2019August 6, 2019 by scuttleblurb

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[TTD] The Trade Desk

[TTD – The Trade Desk] A gorilla in ad tech?

Posted on July 5, 2019August 6, 2019 by scuttleblurb

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[TDG] TransDigm

[TDG – TransDigm] Niches get riches; Part 1

Posted on June 19, 2019March 31, 2020 by scuttleblurb

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[EVBG] Everbridge

[EVBG – Everbridge] The ERP of Enterprise Safety

Posted on June 5, 2019May 27, 2020 by scuttleblurb

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[PANW] Palo Alto Networks

[PANW – Palo Alto Networks] Thoughts on cybersecurity and stock-based compensation

Posted on May 24, 2019August 6, 2019 by scuttleblurb

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[SIRI] SiriusXM, [SPOT] Spotify

[Sirius/Pandora – SIRI; Spotify – SPOT] Long-term relevance, long-term dominance

Posted on May 14, 2019August 6, 2019 by scuttleblurb

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[ALGN] Align Technology

[ALGN – Align Technology] Process Advantages

Posted on April 24, 2019March 20, 2020 by scuttleblurb

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

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

FICO and the Consumer Credit Bureaus: Part 2

FICO and the Consumer Credit Bureaus: Part 1

Some thoughts on Gartner

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