[IT] Gartner Some thoughts on Gartner Posted on April 28, 2020April 28, 2020 by scuttleblurb To access this post, you must purchase Scuttleblurb. Continue reading →
[LILA/LILAK] Liberty Latin America [LILAK – Liberty Latin America] Once more unto the breach Posted on April 14, 2020April 14, 2020 by scuttleblurb To access this post, you must purchase Scuttleblurb. Continue reading →
[BR] Broadridge Broadridge and blockchain Posted on March 31, 2020April 1, 2020 by scuttleblurb To access this post, you must purchase Scuttleblurb. Continue reading →
[CACC] Credit Acceptance Corp [CACC – Credit Acceptance Corp] Value in subprime auto Posted on March 16, 2020September 16, 2020 by scuttleblurb To access this post, you must purchase Scuttleblurb. Continue reading →
[CDNS] Cadence, [SNPS] Synopsys [CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry and competitive positioning therein Posted on February 28, 2020September 25, 2020 by scuttleblurb To access this post, you must purchase Scuttleblurb. Continue reading →
[AMT] American Tower, [CCI] Crown Castle [AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns Posted on February 13, 2020March 11, 2020 by scuttleblurb To access this post, you must purchase Scuttleblurb. Continue reading →
[MELI] MercadoLibre [MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3 Posted on January 28, 2020January 28, 2020 by scuttleblurb To access this post, you must purchase Scuttleblurb. Continue reading →
[SHOP] Shopify, [WIX] Wix.com [SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology Posted on January 13, 2020January 14, 2020 by scuttleblurb To access this post, you must purchase Scuttleblurb. Continue reading →