scuttleblurb – Page 3 – A Value Investing Blog

[ANGI] ANGI Homeservices [IAC] IAC

[IAC; ANGI] Yet another IAC write-up

January 14, 2021

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[FVRR] Fiverr Intl [UPWK] Upwork

[FVRR, UPWK] Freelance marketplaces

December 20, 2020

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[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 [...]

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

[SPGI, MCO] Market infrastructure: part 2

November 16, 2020

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[IT] Gartner

Some thoughts on Gartner

Posted on April 28, 2020April 28, 2020 by scuttleblurb

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[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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[BR] Broadridge

Broadridge and blockchain

Posted on March 31, 2020April 1, 2020 by scuttleblurb

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[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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[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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[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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[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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[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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[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

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