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
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[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic
November 11, 2026
FICO would rather not talk about prices anymore; Paycom’s AI opportunity starts with its own [...]
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[scuttleslops] INTC, AMD, Anthropic, BKNG, NEE, PLTR
November 6, 2026
Intel can’t make enough CPUs; AMD is supply constrained too but appears to be taking [...]
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update on Gartner
November 4, 2026
Upcoming posts (in no particular order): Domino’s Pizza, Constellation Software, Otis, Badger Meter, Tractor Supply, [...]
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[scuttleslops] RDDT, AI and cybersecurity, AMZN, MU, META, BLDR, RYAN
November 2, 2026
Google is reading Reddit and sending it less traffic; cybersecurity is entering a dangerous new [...]
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[scuttleslops] GOOGL, AMZN, BRO, KNSL, ODFL, MCO, SPGI
October 29, 2026
AI could improve Google’s ad economics; AI agents need Amazon; more specialty insurance risks are [...]
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