One way to carve up the investment universe is between standardized products, like index funds, that run on fixed rules and scale effortlessly, and bespoke ones, like distressed credit or esoteric ABS, where the risk is niche and full of weird wrinkles. In the world of property & casualty insurance, “admitted” lines are more like […]
Category Archives: [KNSL] Kinsale
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[scuttleslops] Cloudflare wants bots to pay; OpenAI’s ad ambitions; Memory chip competition; Muse is a proactive assistant; the Wintel of cars and robots; Atlassian as a coordinating layer
Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
Continue reading →[ROL] Rollins
[ROL – Rollins] The exterminator’s dilemma
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[scuttleslops] AAPL, SHOP, Databricks, Lonza
Upcoming posts (in no particular order): Rollins, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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[CoStar] Homes are different
Upcoming posts (in no particular order): Gartner, Tractor Supply, Intuitive Surgical, Rollins, Fortive, and Veralto [...]
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[scuttleslops] Chatbot advertising, AMZN, ROP, China EV’s and Humanoid Robots, APH
Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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