[ADSK] Autodesk – scuttleblurb

[ADYEN] Adyen N.V.

some thoughts on Adyen

September 20, 2023

Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting [...]

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Class 1 rails

Class 1 freight rails: part 3 – Hunter Harrison, PSR, and investment implications

September 7, 2023

No analysis of the North American railroad industry would be complete without a discussion of [...]

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Class 1 rails

Class 1 freight rails: part 2 – freight types, route structures, and growth

September 7, 2023

Part 1 of this series offers a historical survey of how today’s Class 1 rails [...]

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Class 1 rails

Class 1 freight rails: part 1 – historical overview

August 15, 2023

In the gaseous hot ball of 19th century US rail activity roils the primordial elements [...]

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[DNB] Dun & Bradstreet

[DNB] Dun & Bradstreet

July 25, 2023

If all you knew about Dun & Bradstreet was that it sold mission critical data [...]

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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, 2020July 31, 2021 by scuttleblurb

Autodesk, Dassault, and PTC were all founded as CAD companies in the ‘80s but have since become much more than that. PTC first integrated PLM and is now branching off into industrial IoT and augmented reality. Dassault (which also moved into PLM and simulation) and Autodesk are no longer just supplying software tools to solve […]

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