Most of the time the subjects of my writing are more similar than they appear. They rhyme with or operate in the same ecosystem as something I’ve looked at in the past, so I can leverage prior knowledge to understand them. But every so often, as in the case of Dow DuPont or Nvidia, I […]
Category Archives: [TMO] Thermo Fisher
[CDNS] Cadence [SNPS] Synopsys
Cadence, Synopsys, and the Future of Chip Design
April 28, 2025
Related posts:[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry (2/28/20)Simulation, CAD, [...]
Continue reading →[CRL] Charles River
[CRL] Charles River
April 7, 2025
A few announcements:1) I’ll be in Omaha this year, hanging out on the 2nd floor [...]
Continue reading →[FOUR] Shift4
Shift4’s M&A Alchemy
March 17, 2025
It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared [...]
Continue reading →[TECH] Bio-Techne
[TECH] Bio-Techne: part 2
February 25, 2025
Hi everyone, some things:1) Episode 3 of the Never Sell podcast (a monthly investment conversation [...]
Continue reading →[TECH] Bio-Techne
[TECH] Bio-Techne: part 1
February 12, 2025
This is the first part of a two-part post. I wanted to better understand the [...]
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