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
[BAH] Booz Allen
Booz Allen and the business of defense – part 2
I left Part 1 with the observation that, starting in earnest around a decade ago, [...]
Continue reading →[BAH] Booz Allen
Booz Allen and the business of defense – part 1
MBI and I recorded an episode of Never Sell recently (Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, [...]
Continue reading →[TREX] Trex
[scuttlebits] Trex is getting cheap
TREX is down nearly 60% since I first profiled the company last August. You’d think [...]
Continue reading →[FOUR] Shift4
[scuttlebit] yet another Shift4 take
MBI and I recorded an episode of Never Sell recently (The Big Tech Capex Debate, Amazon Retail, Align’s [...]
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Continue reading →scuttlebits [FI] Fiserv
[scuttlebit] Fiserv’s October Massacre
What are scuttlebits? On the heels of my Global Payments post, another boomer payments stock [...]
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