When evaluating the competitive advantage of a data-based analytics business, three important questions come to mind: 1) Is the data proprietary? 2) Are the insights from the data critical? and 3) Does the data fuel a product feedback loop? Verisk began its operations in 1971 as Insurance Services Offices (ISO), a non-profit enterprise started by P&C […]
Tag Archives: Analytics
scuttlebits
[scuttlebit] thoughts on ASML
September 15, 2025
What are scuttlebits? I recently read Focus: The ASML Way by Marc Hijink, a book [...]
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Continue reading →[ALGN] Align Technology
[ALGN] Invisalign: Still the Clear Choice?
September 8, 2025
MBI and I recorded an episode of Never Sell recently (Global Payments, AI and Software, OpenAI and Anthropic [...]
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Introducing: scuttlebits!
September 3, 2025
Hi Everyone, After eight years of writing this blog, I’ve come to realize that habitual [...]
Continue reading →[GPN] Global Payments
Is Global Payments the next Adyen?
August 18, 2025
(no, but that doesn’t mean it can’t be a good stock) AI-generated podcast conversation: Spotify, Apple AI-generated [...]
Continue reading →[SES.TO] SECURE Waste Management
[SES.TO] From Wellhead to Landfill: How SECURE Built a Duopoly in Oilfield Waste
July 28, 2025
AI-generated podcast conversation: Spotify, Apple, RSS AI-generated summary: The text examines the lifecycle of oil [...]
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