Category Archives: MA

CBG

[CBG] GOOD BIZ, EXPENSIVE ON NORMALIZED EARNINGS
May 23, 2017

(2,377 words) CBG is a fine company but to claim that it is reasonably cycle-resilient post-GWS acquisition is[...]

GNRC

[GNRC] VALUE COME, VALUE GO
May 23, 2017

(2,400 words) In between diaper changes and infant tantrums, I finally got around to looking[...]

PYPL

[PYPL] BUSINESS MODEL AND COMPETITION
May 10, 2017

(2,182 words) PayPal has moved far beyond its roots as an online auctions payment facilitator in the[...]

MA

QUICK BLURBS [ADNT, JLL, MA, MRC, SNI]
May 10, 2017

(2,218 words) [MA] In 2009, the Unique Identification Authority of India (UIDAI) launched an ambitious nationwide[...]

ESRX

[ESRX] POST-ANTM THOUGHTS
May 2, 2017

(2,410 words) [ESRX] After more than a year of acrimonious public squabbling, it appears ANTM will be[...]

MA

QUICK BLURBS [ADNT, JLL, MA, MRC, SNI]

Posted on by scuttleblurb
(2,218 words) [MA] In 2009, the Unique Identification Authority of India (UIDAI) launched an ambitious nationwide program to collect all 10 fingerprints, iris scans, a photo, and all sorts of personal information from each of its 1.2bn citizens in a central database, with a unique 12-digit ID number assigned to each record.  The goal was to […]
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