E-commerce – scuttleblurb

[FLT] FleetCor [WEX] WEX Inc.

[FLT – FleetCor; WEX – WEX Inc.] Beyond Fuel: Part 1

March 31, 2021

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[SPGI] S&P Global

Thoughts on the S&P Global / IHS Markit merger

March 15, 2021

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[TWTR] Twitter

February 25, 2021

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[SNOW] Snowflake

[SNOW] Modern data systems: part 2

February 8, 2021

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[MDB] MongoDB

[MDB] Modern data systems: part 1

February 8, 2021

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[MELI] MercadoLibre

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3

Posted on January 28, 2020January 28, 2020 by scuttleblurb

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[SHOP] Shopify, [WIX] Wix.com

[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology

Posted on January 13, 2020January 14, 2020 by scuttleblurb

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[MELI] MercadoLibre

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?), Part 2

Posted on June 19, 2018January 5, 2020 by scuttleblurb

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[ZP1] Zooplus

[ZO1 – Zooplus] Competing with Amazon

Posted on May 7, 2018April 5, 2021 by scuttleblurb

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[MELI] MercadoLibre

[MELI – MercadoLibre] Digging The Moat (Or Is It A Grave?), Part 1

Posted on October 16, 2017January 26, 2020 by scuttleblurb

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[AMZN] Amazon

[AMZN – Amazon] Explanations Matter

Posted on July 6, 2017July 7, 2019 by scuttleblurb

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[FLT – FleetCor; WEX – WEX Inc.] Beyond Fuel: Part 1

Thoughts on the S&P Global / IHS Markit merger

[TWTR] Twitter

[SNOW] Modern data systems: part 2

[MDB] Modern data systems: part 1

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