Cyclical – scuttleblurb

[ALTR] Altair Engineering [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

July 30, 2020

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[Z] Zillow

[Z – Zillow Group] On lead gen and iBuying

July 15, 2020

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[ADM.L] Admiral Group

[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models

June 29, 2020

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[APPN] Appian [PEGA] Pega Systems [SMAR] Smartsheet

[APPN, PEGA, SMAR] No/low code evolution

June 10, 2020

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[EFX] Equifax [EXPN] Experian [FICO] Fair Isaac [TRU] TransUnion

FICO and the Consumer Credit Bureaus: Part 2

May 24, 2020

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[GBX] Greenbrier

[GBX – Greenbrier] Valuation Update

Posted on August 24, 2017September 10, 2017 by scuttleblurb

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[DOOR] Masonite Intl

[DOOR – Masonite Intl] Reasonable Valuation, So-So Moat

Posted on August 16, 2017September 10, 2017 by scuttleblurb

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[AHT] Ashtead, [FAST] Fastenal, [URI] United Rentals, Quick Blurbs

Quick Blurbs [Ashtead, Fastenal, MSC Industrial, United Rentals, Zion Oil & Gas]

Posted on July 24, 2017September 10, 2017 by scuttleblurb

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[CBRE] CBRE Group

[CBG – CBRE Group] Expensive on Normalized Earnings

Posted on May 23, 2017April 14, 2018 by scuttleblurb

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[GNRC] Generac

[GNRC – Generac] Value Come, Value Go

Posted on May 23, 2017April 28, 2019 by scuttleblurb

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Simulation, CAD, and PLM: Part 1

[Z – Zillow Group] On lead gen and iBuying

[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models

[APPN, PEGA, SMAR] No/low code evolution

FICO and the Consumer Credit Bureaus: Part 2

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