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: [CME] CME Group
SAMPLE POSTS
scuttleblurb business update (2025)
I’m sure you’re sick of these annual newsletter recaps by now, so I’ll keep mine [...]
Continue reading →[SAIA] Saia [XPO] XPO [ODFL] Old Dominion
[ODFL, SAIA, XPO] the LTL carriers are going to be ok
If I were to tell you about a company whose main job is to move [...]
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Continue reading →[AVTR] Avantor
[AVTR] a poor man’s Thermo Fisher
Avantor is like Thermo Fisher in some respects. It distributes lab products and sells bioprocessing [...]
Continue reading →Uncategorized
Survey results + programming notes
Hi everyone – on Monday, I’ll share some thoughts on Avantor in my final post [...]
Continue reading →scuttlebits [FOUR] Shift4
[scuttlebit] Shift4’s organic growth
Last week, a reader and Shift4 shareholder messaged me, raising questions about the company’s organic [...]
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