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thoughts on Guidewire, Wizz Air, and Upwork

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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IQVIA [IQV] + quick Wizz Air update

Posted By scuttleblurb On In [IQV] IQVIA,[WIZZ] Wizz Air | Comments Disabled

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 […]

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[WIZZ – Wizz Air] Flying Through the Storm

Posted By scuttleblurb On In [WIZZ] Wizz Air | Comments Disabled

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 […]

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