If all you knew about Dun & Bradstreet was that it sold mission critical data on more than 520mn companies, that all this data was linked to its widely referenced proprietary identifier, that 96% of its customers retained every year and were mostly monetized through high margin subscriptions, you might be tempted to comp to […]
Category Archives: [DNB] Dun & Bradstreet
[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 →[DAY] Dayforce [WDAY] Workday
Dayforce and Workday
A few announcements: MBI and I discussed APi Group in last month’s Never Sell episode [...]
Continue reading →[ADP] ADP Rippling UKG
A tour through HR and payroll processing software: part 2 (Rippling, Deel, UKG)
Folks, a few announcements: First, I’m creating short 5-7 minute AI-generated podcast conversations based on [...]
Continue reading →[ADP] ADP [DAY] Dayforce [PAYC] Paycom [PAYX] Paychex [PCTY] Paylocity [WDAY] Workday
A tour through HR and payroll processing software: part 1 (Paycor, PAYC, PCTY)
(this is part 1 of a 3-part post on HCM and payroll processing software and [...]
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