Executive Roundtable: Street Talk (11/9/17), Phocuswright Conference Rachael Rothman, Sr. Analyst, Gaming, Lodging, and Leisure at Susquehanna Financial Group (on hotel demand) “I think we know from the industry-wide data that there is a definite shift to book direct…I would also just highlight that going back 30 years from hotel school, we always thought of […]
Tag Archives: B2B2C
[ADYEN] Adyen N.V.
some thoughts on Adyen
September 20, 2023
Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting [...]
2 Comments
Continue reading →Class 1 rails
Class 1 freight rails: part 3 – Hunter Harrison, PSR, and investment implications
September 7, 2023
No analysis of the North American railroad industry would be complete without a discussion of [...]
Continue reading →Class 1 rails
Class 1 freight rails: part 2 – freight types, route structures, and growth
September 7, 2023
Part 1 of this series offers a historical survey of how today’s Class 1 rails [...]
Continue reading →Class 1 rails
Class 1 freight rails: part 1 – historical overview
August 15, 2023
In the gaseous hot ball of 19th century US rail activity roils the primordial elements [...]
Continue reading →[DNB] Dun & Bradstreet
[DNB] Dun & Bradstreet
July 25, 2023
If all you knew about Dun & Bradstreet was that it sold mission critical data [...]
Continue reading →