scuttlebits [FOUR] Shift4

[scuttlebit] Shift4’s organic growth

Last week, a reader and Shift4 shareholder messaged me, raising questions about the company’s organic [...]

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[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, [...]

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[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, [...]

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[TREX] Trex

[scuttlebits] Trex is getting cheap

TREX is down nearly 60% since I first profiled the company last August. You’d think [...]

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[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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