Intercontinental Exchange (ICE) Intercontinental’s multifaceted data and exchange platform began as an electricity marketplace, founded in 2000 by current CEO Jeffrey Sprecher with the backing of two investment banks and seeded by volume from energy majors Shell, Total, and British Petroleum (the collapse of Enron, the dominant electricity broker at the time, fortuitously diverted a […]
Category Archives: [CBOE] CBOE Global Markets
[EFX] Equifax [EXPN] Experian [FICO] Fair Isaac [TRU] TransUnion
Consumer credit bureaus and FICO
Each of the 3 major US consumer credit bureaus (CCBs) – Equifax, Experian, and Transunion [...]
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Continue reading →[UHAL] U-Haul
[UHAL] U-Haul
U-Haul is a weird company. It rents moving equipment and self-storage space but also sells [...]
Continue reading →[DLTR] Dollar Tree
[DLTR] Dollar Tree
(this should be read as a companion piece to the Dollar General post from a [...]
Continue reading →[DG] Dollar General
yet another Dollar General take
In Scottsville, Kentucky at the dawn of World War 2 the market for “selling the [...]
Continue reading →[ADYEN] Adyen N.V.
some thoughts on Adyen
Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting [...]
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