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[ANGI] ANGI Homeservices [IAC] IAC

[IAC; ANGI] Yet another IAC write-up
January 14, 2021

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1 Comment

[FVRR] Fiverr Intl [UPWK] Upwork

[FVRR, UPWK] Freelance marketplaces
December 20, 2020

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1 Comment

[MKTX] MarketAxess [TW] Tradeweb Markets

[MKTX, TW] Market infrastructure: part 3
November 30, 2020

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Business updates SAMPLE POSTS

Business update (2020)
November 22, 2020

I recently did an interview with my friend @LibertyRPF. It will serve as a substitute for my [...]

3 Comments

[MCO] Moody's Corp [SPGI] S&P Global

[SPGI, MCO] Market infrastructure: part 2
November 16, 2020

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2 Comments

[IT] Gartner

Some thoughts on Gartner

Posted on April 28, 2020April 28, 2020 by scuttleblurb
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Posted in [IT] Gartner
[LILA/LILAK] Liberty Latin America

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

Posted on April 14, 2020April 14, 2020 by scuttleblurb
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Posted in [LILA/LILAK] Liberty Latin America
[BR] Broadridge

Broadridge and blockchain

Posted on March 31, 2020April 1, 2020 by scuttleblurb
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Posted in [BR] Broadridge  |  Tagged Blockchain, Broadridge
[CACC] Credit Acceptance Corp

[CACC – Credit Acceptance Corp] Value in subprime auto

Posted on March 16, 2020September 16, 2020 by scuttleblurb
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Posted in [CACC] Credit Acceptance Corp  |  Tagged Subprime auto
[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
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Posted in [CDNS] Cadence, [SNPS] Synopsys  |  Tagged Semiconductors, EDA
[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
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Posted in [AMT] American Tower, [CCI] Crown Castle  |  Tagged Infrastructure, Telecom
[MELI] MercadoLibre

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3

Posted on January 28, 2020January 28, 2020 by scuttleblurb
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Posted in [MELI] MercadoLibre  |  Tagged Payments, E-commerce, Fintech
[SHOP] Shopify, [WIX] Wix.com

[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology

Posted on January 13, 2020January 14, 2020 by scuttleblurb
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Posted in [SHOP] Shopify, [WIX] Wix.com  |  Tagged E-commerce, Platforms
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Categories
Recent Posts
  • [IAC; ANGI] Yet another IAC write-up
  • [FVRR, UPWK] Freelance marketplaces
  • [MKTX, TW] Market infrastructure: part 3
  • Business update (2020)
  • [SPGI, MCO] Market infrastructure: part 2
  • [FDS, LSE/Refinitiv] Market infrastructure: part 1
  • [Chr. Hansen, Novozymes] All the small things (plus some quick thoughts on The Trade Desk)
  • Thoughts on Watsco and some businesses like it
  • [ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2
  • [CVNA – Carvana] Fat tail investing
  • Simulation, CAD, and PLM: Part 1
  • [Z – Zillow Group] On lead gen and iBuying
  • [ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models
  • [APPN, PEGA, SMAR] No/low code evolution
  • FICO and the Consumer Credit Bureaus: Part 2
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