A few announcements: 1) I’ll be in Omaha this year, hanging out on the 2nd floor of Upstream on Friday night sometime around 8pm (I tend to find myself at Mr. Toad’s eventually). If you’re around, come say “hi”! 2) MBI and I discussed Adobe in the most recent episode of Never Sell (Spotify, Apple, YouTube, RSS Feed) […]
Category Archives: [CRL] Charles River
scuttlebits
[scuttlebit] thoughts on ASML
What are scuttlebits? I recently read Focus: The ASML Way by Marc Hijink, a book [...]
1 Comments
Continue reading →[ALGN] Align Technology
[ALGN] Invisalign: Still the Clear Choice?
MBI and I recorded an episode of Never Sell recently (Global Payments, AI and Software, OpenAI and Anthropic [...]
Continue reading →SAMPLE POSTS
Introducing: scuttlebits!
Hi Everyone, After eight years of writing this blog, I’ve come to realize that habitual [...]
Continue reading →[GPN] Global Payments
Is Global Payments the next Adyen?
(no, but that doesn’t mean it can’t be a good stock) AI-generated podcast conversation: Spotify, Apple AI-generated [...]
Continue reading →[SES.TO] SECURE Waste Management
[SES.TO] From Wellhead to Landfill: How SECURE Built a Duopoly in Oilfield Waste
AI-generated podcast conversation: Spotify, Apple, RSS AI-generated summary: The text examines the lifecycle of oil [...]
Continue reading →