[V] Visa – scuttleblurb

[CACC] Credit Acceptance Corp

[CACC – Credit Acceptance Corp] Value in subprime auto

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[CDNS] Cadence [SNPS] Synopsys

[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry and competitive positioning therein

February 28, 2020

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[AMT] American Tower [CCI] Crown Castle

[AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns

February 13, 2020

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[MELI] MercadoLibre

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3

January 28, 2020

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[SHOP] Shopify [WIX] Wix.com

[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology

January 13, 2020

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[FIS] Fidelity National Information, [FISV] Fiserv, [GPN] Global Payments, [MA] Mastercard, [V] Visa

[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 4 of 4

Posted on December 18, 2019December 18, 2019 by scuttleblurb

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[MA] Mastercard, [V] Visa

[V – Visa; MA – Mastercard] Beyond the card

Posted on October 10, 2019October 12, 2019 by scuttleblurb

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[MA] Mastercard, [V] Visa

[V – Visa; MA – Mastercard] Expanding the Rails, Part 2

Posted on August 14, 2018March 14, 2019 by scuttleblurb

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[MA] Mastercard, [V] Visa

[V – Visa; MA – Mastercard] Expanding the Rails, Part 1

Posted on September 28, 2017December 21, 2018 by scuttleblurb

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