scuttleblurb – Page 3 – A Value Investing Blog

[ALTR] Altair Engineering [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

July 30, 2020

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[Z] Zillow

[Z – Zillow Group] On lead gen and iBuying

July 15, 2020

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[ADM.L] Admiral Group

[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models

June 29, 2020

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[APPN] Appian [PEGA] Pega Systems [SMAR] Smartsheet

[APPN, PEGA, SMAR] No/low code evolution

June 10, 2020

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

FICO and the Consumer Credit Bureaus: Part 2

May 24, 2020

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[FIS] Fidelity National Information, [FISV] Fiserv

[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 3 of 4

Posted on December 18, 2019April 19, 2020 by scuttleblurb

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[ADYEN] Adyen N.V., [FISV] Fiserv, [GPN] Global Payments, [SQ] Square

[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 2 of 4

Posted on November 26, 2019December 17, 2019 by scuttleblurb

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[FISV] Fiserv, [GPN] Global Payments

[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 1 of 4

Posted on November 8, 2019December 17, 2019 by scuttleblurb

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[BLL] Ball Corp.

[BLL – Ball Corp] Static moats and sustainability

Posted on October 25, 2019November 8, 2019 by scuttleblurb

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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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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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