Trivago’s “relevance assessment dimension”, implemented in late 2016, is an algorithmic adjustment that compels hotel advertisers to improve their landing sites and booking engines if they want to rank higher in trivago’s search results. The idea is that while the user experience starts with a room search on trivago, it extends to when she clicks off […]
Category Archives: [TRVG] Trivago
[BAH] Booz Allen
Booz Allen and the business of defense – part 2
December 8, 2025
I left Part 1 with the observation that, starting in earnest around a decade ago, [...]
Continue reading →[BAH] Booz Allen
Booz Allen and the business of defense – part 1
December 1, 2025
MBI and I recorded an episode of Never Sell recently (Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, [...]
Continue reading →[TREX] Trex
[scuttlebits] Trex is getting cheap
November 21, 2025
TREX is down nearly 60% since I first profiled the company last August. You’d think [...]
Continue reading →[FOUR] Shift4
[scuttlebit] yet another Shift4 take
November 13, 2025
MBI and I recorded an episode of Never Sell recently (The Big Tech Capex Debate, Amazon Retail, Align’s [...]
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Continue reading →scuttlebits [FI] Fiserv
[scuttlebit] Fiserv’s October Massacre
November 7, 2025
What are scuttlebits? On the heels of my Global Payments post, another boomer payments stock [...]
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