MBI and I recorded an episode of Never Sell recently (AI Doom, Veeva, Research and Writing) (Spotify, Apple, YouTube, RSS feed) Upcoming posts (in no particular order): Upwork, Adyen, PayPal, Gartner, Verisk, maybe Visa/Mastercard As discussed in last week’s scuttlebit, Danaher’s life sciences coverage can basically be boiled down to 3 types of products: 1) diagnostic instruments and assays that hospitals […]
[scuttlebit] Thermo Fisher update
Posted By scuttleblurb On In scuttlebits,[TMO] Thermo Fisher | Comments Disabled[TMO] Thermo Fisher
Posted By scuttleblurb On In [TMO] Thermo Fisher | Comments DisabledMost 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 […]