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. […]
IQVIA is the product of a $23bn merger of equals between IMS Health and Quintiles Transnational. IMS sells access to the most comprehensive post-clinical data base in the healthcare industry. It sources over 1mn data feeds on 1bn patients through long-term contractual arrangements with >150k data suppliers, including physicians, labs, governments, patients, and health plans […]
A while back, I tweeted: [Whoops! My share count was off when I tweeted this….should have been more like ~11x mfcfe.] In case it wasn’t clear from my tweet, the process by which Wizz has gotten there largely mirrors the Ryanair playbook, which I described in an earlier post: “Michael O’Leary, profanity-oozing ass-kicker and Ryanair […]
