Every few years, I parachute into the cybersecurity space and conclude my tour bewildered by the expanse of technology and reminded of familiar plotlines. There are new focal points and different players occupying the Magic Quadrant, but the basic script remains the same, with analysts and management teams touting arcane feature advantages, speculating on impending […]
Tag Archives: Cybersecurity
SAMPLE POSTS
scuttleblurb business update (2025)
I’m sure you’re sick of these annual newsletter recaps by now, so I’ll keep mine [...]
Continue reading →[SAIA] Saia [XPO] XPO [ODFL] Old Dominion
[ODFL, SAIA, XPO] the LTL carriers are going to be ok
If I were to tell you about a company whose main job is to move [...]
1 Comments
Continue reading →[AVTR] Avantor
[AVTR] a poor man’s Thermo Fisher
Avantor is like Thermo Fisher in some respects. It distributes lab products and sells bioprocessing [...]
Continue reading →Uncategorized
Survey results + programming notes
Hi everyone – on Monday, I’ll share some thoughts on Avantor in my final post [...]
Continue reading →scuttlebits [FOUR] Shift4
[scuttlebit] Shift4’s organic growth
Last week, a reader and Shift4 shareholder messaged me, raising questions about the company’s organic [...]
2 Comments
Continue reading →