scuttleblurb – Page 4

[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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[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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[BR] Broadridge

Broadridge and blockchain

Posted on March 31, 2020April 1, 2020 by scuttleblurb

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[CACC] Credit Acceptance Corp

[CACC – Credit Acceptance Corp] Value in subprime auto

Posted on March 16, 2020September 16, 2020 by scuttleblurb

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[CDNS] Cadence, [SNPS] Synopsys

[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry and competitive positioning therein

Posted on February 28, 2020September 25, 2020 by scuttleblurb

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[AMT] American Tower, [CCI] Crown Castle

[AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns

Posted on February 13, 2020March 11, 2020 by scuttleblurb

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[MELI] MercadoLibre

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3

Posted on January 28, 2020January 28, 2020 by scuttleblurb

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[SHOP] Shopify, [WIX] Wix.com

[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology

Posted on January 13, 2020January 14, 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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