Hi everyone, My friend @LibertyRPF, who writes the eclectic newsletter, Liberty’s Highlights) recently interviewed me. Check out the podcast! Also, a reminder that MBI and I recently launched a podcast (Spotify, Apple, RSS feed). The second episode, a conversation about Xpel, drops soon. At a basic level, biologic drugs bind to specific proteins embedded in cells, like […]
Category Archives: [MRVI] Maravai
[GPN] Global Payments
Is Global Payments the next Adyen?
(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
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
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)
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)
(this is part 1 of a 3-part post on HCM and payroll processing software and [...]
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