If you were looking at Chegg in 2014, you’d have found plenty of valid reasons to pass on, or even short, its stock. The company was plowing more than all its operating cash flow into textbooks and renting them out to students at increasingly discounted prices as it braved intensifying competition from Barnes and Noble, […]
Tag Archives: Education
Rippling UKG [ADP] ADP
A tour through HR and payroll processing software: part 2a (Rippling, Deel, UKG)
Folks, a few announcements: First, I’m creating short 5-7 minute AI-generated podcast conversations based on [...]
Continue reading →[ADP] ADP [DAY] Dayforce [PAYC] Paycom [PAYX] Paychex [PCTY] Paylocity [WDAY] Workday
A tour through HR and payroll processing software: part 1 (Paycor, PAYC, PCTY)
(this is part 1 of a 3-part post on HCM and payroll processing software and [...]
Continue reading →[CDNS] Cadence [SNPS] Synopsys
Cadence, Synopsys, and the Future of Chip Design
Related posts: [CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry (2/28/20) [...]
Continue reading →[CRL] Charles River
[CRL] Charles River
A few announcements: 1) I’ll be in Omaha this year, hanging out on the 2nd [...]
Continue reading →[FOUR] Shift4
Shift4’s M&A Alchemy
It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared [...]
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