Many of the companies I discuss on this blog are not just good businesses, but obviously good. Visa, Moody’s, Sherwin-Williams, and Heico are wonderful and readers of this blog need not be further convinced of that fact. And notwithstanding regulatory or macro pressures that cast doubt on their prospects at certain points (interchange regulation in […]
Tag Archives: BXC
[DAY] Dayforce [WDAY] Workday
Dayforce and Workday
A few announcements: MBI and I discussed APi Group in last month’s Never Sell episode [...]
Continue reading →[ADP] ADP Rippling UKG
A tour through HR and payroll processing software: part 2 (Rippling, Deel, UKG)
Folks, a few announcements: First, I’m creating short 5-7 minute AI-generated podcast conversations based on [...]
Continue reading →[ADP] ADP [DAY] Dayforce [PAYC] Paycom [PAYX] Paychex [PCTY] Paylocity [WDAY] Workday
A tour through HR and payroll processing software: part 1 (Paycor, PAYC, PCTY)
(this is part 1 of a 3-part post on HCM and payroll processing software and [...]
Continue reading →[CDNS] Cadence [SNPS] Synopsys
Cadence, Synopsys, and the Future of Chip Design
Related posts: [CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry (2/28/20) [...]
Continue reading →[CRL] Charles River
[CRL] Charles River
A few announcements: 1) I’ll be in Omaha this year, hanging out on the 2nd [...]
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