[DXCM] Dexcom

Diabetes is a disease caused by the body’s inability to produce or effectively use insulin, a hormone produced by the pancreas that carries glucose into the body’s cells and stores excess glucose in the liver.  Its absence can trigger a hyperglycemic state, where blood glucose levels rise to abnormal levels, which can lead to long-term […]

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[AVLR] Avalara + another quick EVBG update

[AVLR] Avalara Avalara makes software that businesses use to calculate sales tax and prepare returns, leveraging two key enabling elements: The first is content. Avalara maintains a current log of sales tax requirements across myriad jurisdictions, domestic and international, and the business logic to apply the right tax rules to the right product in a […]

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[TRUP] Trupanion

Trupanion is a pet medical insurer that promises its members the best value, not the cheapest price. It runs a cost-plus model, targeting a 71% claims ratio (% of premiums paid to vets) for each category, so that if it turns out that vet costs for 3-year old German Shepherds in 97214 run at, say, […]

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[ABNB, BKNG] Airbnb v Booking

With 60% of rooms supplied by a fragmented set of independent hotels, the European hospitality market is set up to be aggregated: no individual hotel is large or prominent enough to effectively bargain against an aggregator or attract guests on their own, and coordinating action among a diffuse set of players is challenging.  A hotel […]

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interview with @LibertyRPF

I recently did an interview with my friend @LibertyRPF, who publishes an insightful newsletter covering tech, science, investing, and various other topics. It is one of my morning staples. You can access the original interview here. Q: Hey David! It’s been a little over a year since we last did this [see 𝕊𝕡𝕖𝕔𝕚𝕒𝕝 𝔼𝕕𝕚𝕥𝕚𝕠𝕟 #𝟙 for our first […]

[INTC] Intel Corp.

Related posts: Nvidia (NVDA): Part 1 of 2 Nvidia (NVDA): Part 2 of 2 Intel’s audacious shift from memory chips to CPUs, as recounted by former CEO Andy Grove in Only the Paranoid Survive, is  widely celebrated.  During the early 80s, Japanese chip companies – owned by large electronics enterprises that cross-owned banks that supplied […]

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scuttleblurb business update (2021)

Dear friends and subscribers: While I consider this my most productive year from a research standpoint, the business side of things was mixed.  Scuttleblurb is on track to surpass $300,000 in subscription sales this year, more than I could have imagined when I launched nearly 5 years ago.  But growth has slowed and subscriber trends […]

Square / PayPal: Part 2

If you haven’t already, could you please take this survey?  Thank you!https://www.surveymonkey.de/r/MY6XRPR Digital wallets beg to break free from the commerce platforms that nurture them. In 2002, a $20bn eBay acquired PayPal for $1.5bn.  Nearly 20 years later, a $200bn+ PayPal commands 5x eBay’s market cap.  The core value prop hasn’t changed much over this […]

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