Related posts: [Wix – Wix.com] Scaling profitably (November 2017) [GDDY – GoDaddy; VRSN – Verisign; EIGI – Endurance International] Value Migration in Web Services (May 2018) When I started looking into Wix more than two years ago, its capabilities seemed far beyond those of Weebly, Square Space, and several other competing site builders I was […]
Tag Archives: Platforms
[EFX] Equifax [EXPN] Experian [FICO] Fair Isaac [TRU] TransUnion
Consumer credit bureaus and FICO
Each of the 3 major US consumer credit bureaus (CCBs) – Equifax, Experian, and Transunion [...]
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Continue reading →[UHAL] U-Haul
[UHAL] U-Haul
U-Haul is a weird company. It rents moving equipment and self-storage space but also sells [...]
Continue reading →[DLTR] Dollar Tree
[DLTR] Dollar Tree
(this should be read as a companion piece to the Dollar General post from a [...]
Continue reading →[DG] Dollar General
yet another Dollar General take
In Scottsville, Kentucky at the dawn of World War 2 the market for “selling the [...]
Continue reading →[ADYEN] Adyen N.V.
some thoughts on Adyen
Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting [...]
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