Countless termites die every day from natural causes, and that makes them the lucky ones. Many are poisoned by liquid pesticide sprayed along entry routes into homes. Still others are duped into ingesting toxic morsules that they share with nest mates, unwittingly wiping out whole colonies, slowly, over months. More creatively (and less commonly), they […]
Category Archives: [ROL] Rollins
[DHR] Danaher
[scuttlebit] Danaher update
It’s been nearly three years since I last wrote up Danaher and Thermo Fisher, so [...]
Continue reading →[RYAN] Ryan Specialty
[RYAN] Ryan Specialty – the middlemen have middlemen
This is a companion piece to the Kinsale writeup from a few weeks ago, where [...]
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Continue reading →[MCO] Moody's Corp
S&P, Moody’s, and the limits of AI disruption: Part 2
I briefly discussed credit ratings in my S&P write-up. It’s a great business, we all [...]
Continue reading →[WIX] Wix.com
[scuttlebit] Wix at the AI Crossroads
What are scuttlebits? Wix was conceived to democratize the creation of websites at a time [...]
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Continue reading →[SPGI] S&P Global
S&P, Moody’s, and the limits of AI disruption: Part 1
(Part 1 concerns S&P Global; Part 2 will be published next week and discusses Moody’s) [...]
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