E-commerce – scuttleblurb

[CHR.CO] Chr. Hansen [NZYM] Novozymes

[Chr. Hansen, Novozymes] All the small things (plus some quick thoughts on The Trade Desk)

October 14, 2020

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[POOL] Pool Corp. [SITE] SiteOne [WSO] Watsco

Thoughts on Watsco and some businesses like it

September 23, 2020

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[ADSK] Autodesk [DSY:EN] Dassault Systemes [PTC] PTC Inc.

[ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2

September 1, 2020

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[CVNA] Carvana

[CVNA – Carvana] Fat tail investing

August 13, 2020

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[ALTR] Altair Engineering [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

July 30, 2020

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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, 2018January 14, 2019 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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[Chr. Hansen, Novozymes] All the small things (plus some quick thoughts on The Trade Desk)

Thoughts on Watsco and some businesses like it

[ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2

[CVNA – Carvana] Fat tail investing

Simulation, CAD, and PLM: Part 1

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