I define culture as the set of unspoken assumptions that guides behavior. Whether it intends to or not, every company has a culture. However, not every culture, even ones underpinned by values that make the world a better place, confers competitive advantage. From the perspective of value creation, the question is not so much is […]
Category Archives: [AMTD] TD Ameritrade
scuttlebits [TMO] Thermo Fisher
[scuttlebit] Thermo Fisher update
MBI and I recorded an episode of Never Sell recently (AI Doom, Veeva, Research and Writing) (Spotify, Apple, YouTube, RSS feed) [...]
Continue reading →[DHR] Danaher
[scuttlebit] Danaher update
It’s been nearly three years since I last wrote up Danaher and Thermo Fisher, so [...]
Continue reading →[RYAN] Ryan Specialty
[RYAN] Ryan Specialty – the middlemen have middlemen
This is a companion piece to the Kinsale writeup from a few weeks ago, where [...]
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Continue reading →[MCO] Moody's Corp
S&P, Moody’s, and the limits of AI disruption: Part 2
I briefly discussed credit ratings in my S&P write-up. It’s a great business, we all [...]
Continue reading →[WIX] Wix.com
[scuttlebit] Wix at the AI Crossroads
What are scuttlebits? Wix was conceived to democratize the creation of websites at a time [...]
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