[UPWK] Upwork – scuttleblurb

[FOUR] Shift4

A tour through payments: part 3 (SQ, FOUR)

February 2, 2023

Block (SQ) I once argued how by taking the problem of merchant payments acceptance seriously, [...]

[ADYEN] Adyen N.V. [FIS] Fidelity National Information [FISV] Fiserv [GPN] Global Payments

A tour through payments: part 2 (Adyen, GPN, FIS, FISV)

January 16, 2023

Hi everyone, scuttleblurb is now on Substack (link). You don’t need to do anything. scuttleblurb [...]

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[MA] Mastercard [V] Visa

A tour through payments: part 1 (Visa and Mastercard)

December 22, 2022

This is my last post of the year. Before getting into it, here are some [...]

[SITE] SiteOne

[SITE] SiteOne Landscape Supply

November 28, 2022

SiteOne sources 135k landscaping SKUs from 5k suppliers and distributes to 280k customers, most of [...]

[VRSK] Verisk Analytics

November 28, 2022

One job of an insurance commissioner is to ensure that carriers under their jurisdiction have [...]

[GWRE] Guidewire Software, [UPWK] Upwork, [WIZZ] Wizz Air

thoughts on Guidewire, Wizz Air, and Upwork

Posted on October 31, 2022November 7, 2022 by scuttleblurb

Today I want to talk about 3 stocks I own that have gotten smashed this year: Guidewire (-48%), Wizz Air (-66%), and Upwork (-60%). Guidewire (GWRE) I’ve written about Guidewire before (here and here). To recap: with 40% of policies are still processed on mainframes, the P&C insurance industry is long overdue for an upgrade. […]

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[FVRR] Fiverr Intl, [UPWK] Upwork

[FVRR, UPWK] Freelance marketplaces

Posted on December 20, 2020August 3, 2021 by scuttleblurb

In his seminal paper The Nature of the Firm, Ronald Coase posits that in cases where it is difficult to reliably procure labor or draft and enforce contracts that unambiguously cover the full scope of future activities, a firm will handle production itself rather than rely on arms-length market transactions. For example, hiring freelancers to […]