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thoughts on Guidewire, Wizz Air, and Upwork

Posted By scuttleblurb On In [GWRE] Guidewire Software,[UPWK] Upwork,[WIZZ] Wizz Air | Comments Disabled

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, UPWK] Freelance marketplaces

Posted By scuttleblurb On In [FVRR] Fiverr Intl,[UPWK] Upwork | Comments Disabled

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 […]

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