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[Chr. Hansen, Novozymes] All the small things (plus some quick thoughts on The Trade Desk)

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Thoughts on Watsco and some businesses like it

Posted By scuttleblurb On In [POOL] Pool Corp.,[SITE] SiteOne,[WSO] Watsco | Comments Disabled
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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

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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

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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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