Beneath the bustle of a used car lot lies a swarm of activity that few of us have ever seen, a thriving ecosystem of wholesalers, rebuilders, parts recyclers, insurers, and intermediators whose trading activities usher some vehicles to dealer lots for resale and others to repair shops or salvage auctions. Roughly 45mn used cars are […]
Category Archives: [KAR] KAR Auction Services
[GPN] Global Payments
Is Global Payments the next Adyen?
August 18, 2025
(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
July 28, 2025
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
July 14, 2025
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)
June 18, 2025
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)
May 27, 2025
(this is part 1 of a 3-part post on HCM and payroll processing software and [...]
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