I finally got around to looking at GNRC this past week. Given the stock’s ostensibly low earnings multiple and a share price that has gotten hammered over the last several years on what appears to be mostly cyclical reasons, I wanted to like the company but couldn’t get there. Disclosure is spotty, management seems slippery, […]
Tag Archives: Hurricanes
[RDVT] Red Violet
[RDVT] Red Violet and the Identity Resolution Mafia
Upcoming posts (in no particular order): IAC/MGM, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Zoetis (maybe) Today, [...]
Continue reading →[PYPL] Paypal
PayPal tries again (and again)
Upcoming posts (in no particular order): Red Violet, IAC, Gartner, Verisk, Visa/Mastercard MBI and I [...]
Continue reading →[ADYEN] Adyen N.V.
Adyen update
Upcoming posts (in no particular order): PayPal/Stripe, IAC, Gartner, Red Violet, Verisk, Visa/Mastercard Payment processing [...]
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Continue reading →[UPWK] Upwork
Does Upwork have a future?
Upcoming posts (in no particular order): Upwork, Adyen, PayPal, Gartner, Verisk, maybe Visa/Mastercard A common [...]
Continue reading →scuttlebits [TMO] Thermo Fisher
[scuttlebit] Thermo Fisher update
MBI and I recorded an episode of Never Sell recently (AI Doom, Veeva, Research and Writing) (Spotify, Apple, YouTube, RSS feed) [...]
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