Related Post: [LYV – Live Nation Entertainment] Some of It’s Magic, Some of It’s Tragic In my last blurb on Live Nation, I fussed over impending competition from Amazon, which was populating its US site with “Amazon Tickets” job listings that included the following salvo: “The ticketing business is ripe for innovation and improvement, as much […]
Tag Archives: Live Nation
[TREX] Trex
[scuttlebits] Trex is getting cheap
TREX is down nearly 60% since I first profiled the company last August. You’d think [...]
Continue reading →[FOUR] Shift4
[scuttlebit] yet another Shift4 take
MBI and I recorded an episode of Never Sell recently (The Big Tech Capex Debate, Amazon Retail, Align’s [...]
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Continue reading →scuttlebits [FI] Fiserv
[scuttlebit] Fiserv’s October Massacre
What are scuttlebits? On the heels of my Global Payments post, another boomer payments stock [...]
Continue reading →[AZEK] Azek [JHX] James Hardie
[JHX] Will James Hardie’s big acquisition pay off?
In last summer’s building materials series, I explained how branded manufacturers, like James Hardie in [...]
Continue reading →scuttlebits [GWRE] Guidewire Software
[scuttlebit] Guidewire scales
What are scuttlebits? Nowhere is the insurance industry’s notorious resistance to change more evident than [...]
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