I left Part 1 with the observation that, starting in earnest around a decade ago, the federal government began encouraging procurement through a smaller set of omnibus vehicles that bundled a wide range of services – previously sourced piecemeal – under a single, flexible framework, tilting the playing field toward scaled contractors who could cover […]
Category Archives: [BAH] Booz Allen
MBI and I recorded an episode of Never Sell recently (Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins) (Spotify, Apple, YouTube, RSS feed) correction: in Fiserv’s October Massacre, I made the incorrect assertion that in the most recent 3q25 earnings call management failed to call out past reporting error regarding Argentina’s contribution to organic growth. What I failed […]