Oligopoly – scuttleblurb

[ADYEN] Adyen N.V. [FIS] Fidelity National Information [FISV] Fiserv [GPN] Global Payments

A tour through payments: part 2 (Adyen, GPN, FIS, FISV)

January 16, 2023

Hi everyone, scuttleblurb is now on Substack (link). You don’t need to do anything. scuttleblurb [...]

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[MA] Mastercard [V] Visa

A tour through payments: part 1 (Visa and Mastercard)

December 22, 2022

This is my last post of the year. Before getting into it, here are some [...]

[SITE] SiteOne

[SITE] SiteOne Landscape Supply

November 28, 2022

SiteOne sources 135k landscaping SKUs from 5k suppliers and distributes to 280k customers, most of [...]

[VRSK] Verisk Analytics

November 28, 2022

One job of an insurance commissioner is to ensure that carriers under their jurisdiction have [...]

[CSGP] CoStar Group

[CSGP] CoStar

November 15, 2022

One way to make money is to start with transactions and monetize the data exhaust. [...]

[DOOR] Masonite Intl

[DOOR – Masonite Intl] Reasonable Valuation, So-So Moat

Posted on August 16, 2017September 10, 2017 by scuttleblurb

[DOOR – Masonite Intl] This stock got smoked last week post-earnings. DOOR is now back to where it was at the start of 2014, when the company was generating less than half the pre-tax cash profits it does today. If you’re unfamiliar, Masonite and Jen-Weld (JELD) are vertically integrated duopolists in the US residential interior door manufacturing […]

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[ESRX] Express Scripts

[ESRX – Express Scripts] Post-ANTM Thoughts

Posted on May 2, 2017September 10, 2017 by scuttleblurb

(2,410 words) [ESRX] After more than a year of acrimonious public squabbling, it appears ANTM will be terminating its relationship with ESRX: The Company’s current long-term PBM contract with Anthem expires on December 31, 2019, and Anthem is currently engaged in a Request for Proposal (RFP) process for a PBM service provider following the end of its […]