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thoughts on Guidewire, Wizz Air, and Upwork

Posted By scuttleblurb On In [GWRE] Guidewire Software,[UPWK] Upwork,[WIZZ] Wizz Air | Comments Disabled

Today I want to talk about 3 stocks I own that have gotten smashed this year: Guidewire (-48%), Wizz Air (-66%), and Upwork (-60%). Guidewire (GWRE)I’ve written about Guidewire before (here and here). To recap: with 40% of policies are still processed on mainframes, the P&C insurance industry is long overdue for an upgrade. Insurers […]

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Some thoughts on Fiserv / First Data (FISV) and Guidewire (GWRE)

Posted By scuttleblurb On In [FISV] Fiserv,[GWRE] Guidewire Software | Comments Disabled

Fiserv (FISV)Even as the largest merchant acquirer and issuer processor in the US, Fiserv is overlooked amid the fintech jubilee.  You should read my 4 part post on merchant acquirers for more detail but to recap, a few years ago Fiserv and First Data merged in a $22bn all stock-deal.  The combined business now looks […]

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[GWRE – Guidewire Software] Move slow and maintain things

Posted By scuttleblurb On In [GWRE] Guidewire Software | Comments Disabled

If I had to force rank industries most resistant to new technology, P&C insurance would be right up there with other notoriously innovation averse sectors like local government, life insurance, education, and healthcare.  To some extent, this makes sense.  Given the critical nature of their services, insurance carriers should be culturally biased towards minimizing downside […]

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