Below is a transcript of a podcast I recently recorded. It has been lightly edited for clarity. You can find the podcast by searching for “scuttleblurb” on Apple or Spotify. So Align technology is the company behind the Invisalign brand of clear liners. And so those are the clear removable plastic trays that are used […]
Category Archives: [SDC] Smile Direct Club
[UPWK] Upwork
Does Upwork have a future?
April 17, 2026
Upcoming posts (in no particular order): Upwork, Adyen, PayPal, Gartner, Verisk, maybe Visa/Mastercard A common [...]
Continue reading →scuttlebits [TMO] Thermo Fisher
[scuttlebit] Thermo Fisher update
April 8, 2026
MBI and I recorded an episode of Never Sell recently (AI Doom, Veeva, Research and Writing) (Spotify, Apple, YouTube, RSS feed) [...]
Continue reading →[DHR] Danaher
[scuttlebit] Danaher update
March 31, 2026
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
March 23, 2026
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
March 13, 2026
I briefly discussed credit ratings in my S&P write-up. It’s a great business, we all [...]
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