There’s a good reason why Microsoft was dubbed the Death Star by many fearful detractors during the on-premise era: its OS/application stack, with 90%+ desktop share, was an impermeable force that whipped the surrounding computing galaxy into submission. Given Window’s ubiquity, value added resellers and systems integrators optimized their resources and relationships by supporting Windows […]
Category Archives: [MSFT] Microsoft
[EFX] Equifax [EXPN] Experian [FICO] Fair Isaac [TRU] TransUnion
Consumer credit bureaus and FICO
Each of the 3 major US consumer credit bureaus (CCBs) – Equifax, Experian, and Transunion [...]
1 Comment
Continue reading →[UHAL] U-Haul
[UHAL] U-Haul
U-Haul is a weird company. It rents moving equipment and self-storage space but also sells [...]
Continue reading →[DLTR] Dollar Tree
[DLTR] Dollar Tree
(this should be read as a companion piece to the Dollar General post from a [...]
Continue reading →[DG] Dollar General
yet another Dollar General take
In Scottsville, Kentucky at the dawn of World War 2 the market for “selling the [...]
Continue reading →[ADYEN] Adyen N.V.
some thoughts on Adyen
Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting [...]
2 Comments
Continue reading →