E-commerce – scuttleblurb

[TWLO] Twilio

September 17, 2021

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[FISV] Fiserv [GWRE] Guidewire Software

Some thoughts on Fiserv / First Data (FISV) and Guidewire (GWRE)

August 31, 2021

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[IQV] IQVIA [WIZZ] Wizz Air

IQVIA [IQV] + quick Wizz Air update

August 13, 2021

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[NVDA] Nvidia

Nvidia (NVDA): Part 2 of 2

July 28, 2021

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[NVDA] Nvidia

Nvidia (NVDA): Part 1 of 2

July 12, 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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[TWLO] Twilio

Some thoughts on Fiserv / First Data (FISV) and Guidewire (GWRE)

IQVIA [IQV] + quick Wizz Air update

Nvidia (NVDA): Part 2 of 2

Nvidia (NVDA): Part 1 of 2

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