Pat Dorsey, founder of Dorsey Asset Management and formerly Director of Equity Research at Morningstar, recently pitched Workiva on the Invest Like the Best podcast (I have transcribed Dorsey’s remarks about WK in today’s Podcast Blurbs). At a high level: “And what they did is create a product that lets companies do SEC filings much […]
Category Archives: [WK] Workiva
[IT] Gartner
update on Gartner
November 4, 2026
Upcoming posts (in no particular order): Domino’s Pizza, Constellation Software, Otis, Badger Meter, Tractor Supply, [...]
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[scuttleslops] RDDT, AI and cybersecurity, AMZN, MU, META, BLDR, RYAN
November 2, 2026
Google is reading Reddit and sending it less traffic; cybersecurity is entering a dangerous new [...]
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[scuttleslops] GOOGL, AMZN, BRO, KNSL, ODFL, MCO, SPGI
October 29, 2026
AI could improve Google’s ad economics; AI agents need Amazon; more specialty insurance risks are [...]
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[scuttleslops] SPCX, TXN, ROL, URI
October 26, 2026
SpaceX is coming for the telcos; turns out Texas Instruments was early, not wrong; Rollins’ [...]
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[ISRG – Intuitive Surgical] the robot is the easy part
October 22, 2026
Upcoming posts (in no particular order): Constellation Software, Otis, Gartner, Badger Meter, Tractor Supply, Fortive, [...]
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