[FOUR] Shift4

[scuttlebit] yet another Shift4 take

MBI and I recorded an episode of Never Sell recently (The Big Tech Capex Debate, Amazon Retail, Align’s [...]

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scuttlebits [FI] Fiserv

[scuttlebit] Fiserv’s October Massacre

What are scuttlebits? On the heels of my Global Payments post, another boomer payments stock [...]

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[AZEK] Azek [JHX] James Hardie

[JHX] Will James Hardie’s big acquisition pay off?

In last summer’s building materials series, I explained how branded manufacturers, like James Hardie in [...]

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scuttlebits [GWRE] Guidewire Software

[scuttlebit] Guidewire scales

What are scuttlebits? Nowhere is the insurance industry’s notorious resistance to change more evident than [...]

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scuttlebits [WISE] Wise plc

[scuttlebit] Wise is probably going to be fine

What are scuttlebits? “we fundamentally believe whoever has the best infrastructure in this space will [...]

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