[GPN] Global Payments – scuttleblurb

[CACC] Credit Acceptance Corp

[CACC – Credit Acceptance Corp] Value in subprime auto

To access this post, you must purchase Scuttleblurb. [...]

[CDNS] Cadence [SNPS] Synopsys

[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry and competitive positioning therein

February 28, 2020

To access this post, you must purchase Scuttleblurb. [...]

[AMT] American Tower [CCI] Crown Castle

[AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns

February 13, 2020

To access this post, you must purchase Scuttleblurb. [...]

[MELI] MercadoLibre

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3

January 28, 2020

To access this post, you must purchase Scuttleblurb. [...]

[SHOP] Shopify [WIX] Wix.com

[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology

January 13, 2020

To access this post, you must purchase Scuttleblurb. [...]

[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

To access this post, you must purchase Scuttleblurb.

Continue reading →

[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

To access this post, you must purchase Scuttleblurb.

Continue reading →

[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

To access this post, you must purchase Scuttleblurb.

Continue reading →