Related post (read this first): [TMO] Thermo Fisher The life sciences behemoth we now know as Danaher was birthed in 1980 as Equity Group Holdings, an investment vehicle through which brothers Steven and Mitchell Rales acquired struggling industrial businesses. The earliest acquisitions included Master Shield (vinyl siding and rubber products) and Mohawk Rubber (tires for […]
Category Archives: [DHR] Danaher
[WIX] Wix.com
[scuttlebit] Wix at the AI Crossroads
What are scuttlebits? Wix was conceived to democratize the creation of websites at a time [...]
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Continue reading →[SPGI] S&P Global
S&P, Moody’s, and the limits of AI disruption: Part 1
(Part 1 concerns S&P Global; Part 2 will be published next week and discusses Moody’s) [...]
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Continue reading →[VEEV] Veeva Systems
Veeva, AI, and regulated workflows
I recently recorded my annual podcast interview with @LibertyRPF, where I offer some thoughts on [...]
Continue reading →[POOL] Pool Corp.
How Pool stacks up to Watsco
MBI and I recorded an episode of Never Sell recently (Big Tech Earnings) (Spotify, Apple, YouTube, RSS feed) Having just written [...]
Continue reading →[RELY] Remitly
Remitly looks interesting
It may not be entirely fair to think of Wise as “cross-border transfers for yuppies”, [...]
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