Hi everyone – on Monday, I’ll share some thoughts on Avantor in my final post of the year. Immense gratitude for all your support. As rewarding as 2025 was from both a business and content perspective, I think 2026 is going to be even better. The research pipeline is in great shape. Writeups on LTL […]
Category Archives: Uncategorized
[PYPL] Paypal
PayPal tries again (and again)
May 4, 2026
Upcoming posts (in no particular order): Red Violet, IAC, Gartner, Verisk, Visa/Mastercard MBI and I [...]
Continue reading →[ADYEN] Adyen N.V.
Adyen update
April 24, 2026
Upcoming posts (in no particular order): PayPal/Stripe, IAC, Gartner, Red Violet, Verisk, Visa/Mastercard Payment processing [...]
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Continue reading →[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 [...]
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