Category Archives: [COUP] Coupa

[AMT] American Tower [CCI] Crown Castle

[AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns

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[MELI] MercadoLibre

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3

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[SHOP] Shopify [WIX] Wix.com

[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology

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Business update (2019)

scuttleblurb business update (2019)

Like Tom Hanks sustaining dialog with a Wilson volleyball, I sometimes let myself believe that [...]

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[FIS] Fidelity National Information [FISV] Fiserv [GPN] Global Payments [MA] Mastercard [V] Visa

[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 4 of 4

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