[GPN] Global Payments – scuttleblurb

[CHR.CO] Chr. Hansen [NZYM] Novozymes

[Chr. Hansen, Novozymes] All the small things (plus some quick thoughts on The Trade Desk)

October 14, 2020

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[POOL] Pool Corp. [SITE] SiteOne [WSO] Watsco

Thoughts on Watsco and some businesses like it

September 23, 2020

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[ADSK] Autodesk [DSY:EN] Dassault Systemes [PTC] PTC Inc.

[ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2

September 1, 2020

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[CVNA] Carvana

[CVNA – Carvana] Fat tail investing

August 13, 2020

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[ALTR] Altair Engineering [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

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[FIS] Fidelity National Information, [FISV] Fiserv, [GPN] Global Payments, [MA] Mastercard, [V] Visa

[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 4 of 4

Posted on December 18, 2019December 18, 2019 by scuttleblurb

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[ADYEN] Adyen N.V., [FISV] Fiserv, [GPN] Global Payments, [SQ] Square

[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 2 of 4

Posted on November 26, 2019December 17, 2019 by scuttleblurb

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[FISV] Fiserv, [GPN] Global Payments

[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 1 of 4

Posted on November 8, 2019December 17, 2019 by scuttleblurb

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