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: Data network effects
[TREX] Trex
[scuttlebits] Trex is getting cheap
November 21, 2025
TREX is down nearly 60% since I first profiled the company last August. You’d think [...]
Continue reading →[FOUR] Shift4
[scuttlebit] yet another Shift4 take
November 13, 2025
MBI and I recorded an episode of Never Sell recently (The Big Tech Capex Debate, Amazon Retail, Align’s [...]
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Continue reading →scuttlebits [FI] Fiserv
[scuttlebit] Fiserv’s October Massacre
November 7, 2025
What are scuttlebits? On the heels of my Global Payments post, another boomer payments stock [...]
Continue reading →[AZEK] Azek [JHX] James Hardie
[JHX] Will James Hardie’s big acquisition pay off?
October 29, 2025
In last summer’s building materials series, I explained how branded manufacturers, like James Hardie in [...]
Continue reading →scuttlebits [GWRE] Guidewire Software
[scuttlebit] Guidewire scales
October 20, 2025
What are scuttlebits? Nowhere is the insurance industry’s notorious resistance to change more evident than [...]
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