In the decade or so leading up to the mid-2000s, FactSet was in the business of aggregating third-party content from a variety of different vendors – financial information from Thomson Reuters; index data from MSCI, Russell, and S&P; trading data from exchanges – cleaning it up, hosting it on mainframes, and rendering it on workstations […]
Tag Archives: Exchanges
[AVTR] Avantor
[AVTR] a poor man’s Thermo Fisher
Avantor is like Thermo Fisher in some respects. It distributes lab products and sells bioprocessing [...]
Continue reading →Uncategorized
Survey results + programming notes
Hi everyone – on Monday, I’ll share some thoughts on Avantor in my final post [...]
Continue reading →scuttlebits [FOUR] Shift4
[scuttlebit] Shift4’s organic growth
Last week, a reader and Shift4 shareholder messaged me, raising questions about the company’s organic [...]
2 Comments
Continue reading →[BAH] Booz Allen
Booz Allen and the business of defense – part 2
I left Part 1 with the observation that, starting in earnest around a decade ago, [...]
Continue reading →[BAH] Booz Allen
Booz Allen and the business of defense – part 1
MBI and I recorded an episode of Never Sell recently (Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, [...]
Continue reading →