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
[UPWK] Upwork
Does Upwork have a future?
Upcoming posts (in no particular order): Upwork, Adyen, PayPal, Gartner, Verisk, maybe Visa/Mastercard A common [...]
Continue reading →scuttlebits [TMO] Thermo Fisher
[scuttlebit] Thermo Fisher update
MBI and I recorded an episode of Never Sell recently (AI Doom, Veeva, Research and Writing) (Spotify, Apple, YouTube, RSS feed) [...]
Continue reading →[DHR] Danaher
[scuttlebit] Danaher update
It’s been nearly three years since I last wrote up Danaher and Thermo Fisher, so [...]
Continue reading →[RYAN] Ryan Specialty
[RYAN] Ryan Specialty – the middlemen have middlemen
This is a companion piece to the Kinsale writeup from a few weeks ago, where [...]
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Continue reading →[MCO] Moody's Corp
S&P, Moody’s, and the limits of AI disruption: Part 2
I briefly discussed credit ratings in my S&P write-up. It’s a great business, we all [...]
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