scuttleblurb – Page 3 – A Value Investing Blog

[EFX] Equifax [EXPN] Experian [FICO] Fair Isaac [TRU] TransUnion

FICO and the Consumer Credit Bureaus: Part 2

May 24, 2020

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[EFX] Equifax [EXPN] Experian [FICO] Fair Isaac [TRU] TransUnion

FICO and the Consumer Credit Bureaus: Part 1

May 12, 2020

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[IT] Gartner

Some thoughts on Gartner

April 28, 2020

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[LILA/LILAK] Liberty Latin America

[LILAK – Liberty Latin America] Once more unto the breach

April 14, 2020

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[BR] Broadridge

Broadridge and blockchain

March 31, 2020

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[MA] Mastercard, [V] Visa

[V – Visa; MA – Mastercard] Beyond the card

Posted on October 10, 2019October 12, 2019 by scuttleblurb

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[GWRE] Guidewire Software

[GWRE – Guidewire Software] Move slow and maintain things

Posted on September 26, 2019October 12, 2019 by scuttleblurb

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[HEI-A] HEICO

[HEI/A – HEICO Corp] Niches get riches; Part 2

Posted on September 11, 2019March 20, 2020 by scuttleblurb

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[RAMP] LiveRamp (Acxiom)

[RAMP – LiveRamp] Beyond the cookie

Posted on August 30, 2019August 30, 2019 by scuttleblurb

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[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 3: The short heard round the world

Posted on August 19, 2019August 19, 2019 by scuttleblurb

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[RR/LN] Rolls-Royce

[RR/LN – Rolls-Royce] Entry barriers, learning curves, and the hazards of complexity

Posted on August 5, 2019August 11, 2019 by scuttleblurb

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[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 2: Investment returns and valuation

Posted on July 24, 2019August 6, 2019 by scuttleblurb

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[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 1: Industry context and competitive advantages

Posted on July 17, 2019August 6, 2019 by scuttleblurb

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FICO and the Consumer Credit Bureaus: Part 2

FICO and the Consumer Credit Bureaus: Part 1

Some thoughts on Gartner

[LILAK – Liberty Latin America] Once more unto the breach

Broadridge and blockchain

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