Related Post: [LYV – Live Nation Entertainment] Some of It’s Magic, Some of It’s Tragic In my last blurb on Live Nation, I fussed over impending competition from Amazon, which was populating its US site with “Amazon Tickets” job listings that included the following salvo: “The ticketing business is ripe for innovation and improvement, as much […]
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 […]
When I Google “used car salesman”, here are the first images that appear. ‘nuff said. It required an electronics and appliance retailer with no car selling experience to be the change that consumers wanted to see in the car buying experience. In 1993, the now defunct Circuit City launched the first CarMax store, leveraging its […]
Let’s take it back to ’69. The Unix operating system was just conceived under Bell Laboratories, the vaunted research joint venture of AT&T and Western Electric. Protected by the strictures of a consent decree from 1956, which prevented its parent AT&T from commercializing technology that wasn’t related to telephony, Unix thrived as an open research […]
Code Media (2/14/2018; Analyst Michael Nathanson on where media is headed) Michael Nathanson “Over the past 4 years [from 2013 to 2017], the FANG stocks have added $1.4tn of market cap. At the same time, the media industry, the content network industry, the studio industry, has lost about $40bn of market cap. This is one […]
Cimpress is a fine business that has been in search of strategic direction for the last 6-7 years, groping for the right balance between value-added customization and low-cost production. These two sources of differentiation are often at odds because the scale economies required to claim a cost advantage depend on running lots and lots of […]
In 1998 RealPage Communications, an internet hosting service for the commercial and residential real estate industry, merged with Rent Roll, a provider of property management software, giving birth a few years later to the company’s flagship property management SaaS, OneSite. At a time when property managers were still awkwardly fusing disparate general purpose on-premise systems […]