Category Archives: Quick Blurbs

[FISV] Fiserv [GPN] Global Payments

[FISV/FDC, GPN/TSS, FIS/WP, SQ, Stripe, Adyen] On merchant acquirers, distribution, and technology: Part 1

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[BLL] Ball Corp.

[BLL – Ball Corp] Static moats and sustainability

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[MA] Mastercard [V] Visa

[V – Visa; MA – Mastercard] Beyond the card

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[GWRE] Guidewire Software

[GWRE – Guidewire Software] Move slow and maintain things

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[HEI-A] HEICO

[HEI/A – HEICO Corp] Niches get riches; Part 2

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