Real Estate – scuttleblurb

[FLT] FleetCor [WEX] WEX Inc.

[FLT – FleetCor; WEX – WEX Inc.] Beyond Fuel: Part 1

March 31, 2021

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[SPGI] S&P Global

Thoughts on the S&P Global / IHS Markit merger

March 15, 2021

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[TWTR] Twitter

February 25, 2021

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[SNOW] Snowflake

[SNOW] Modern data systems: part 2

February 8, 2021

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[MDB] MongoDB

[MDB] Modern data systems: part 1

February 8, 2021

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[RDFN] Redfin

[RDFN – Redfin] Business Model Analysis and Growth Constraints

Posted on October 30, 2018December 7, 2018 by scuttleblurb

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[CMPR] Cimpress NV

[CMPR – Cimpress NV] Scale Economies and Hard Realities, Pt. 3

Posted on February 16, 2018February 21, 2018 by scuttleblurb

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[RP] RealPage

[RP – RealPage] Software Bundle, Not a Platform

Posted on February 16, 2018February 16, 2018 by scuttleblurb

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[CWN LN] Countrywide plc, [FSV] FirstService

[FSV – FirstService; CWD LN – Countrywide plc] Scale Economies and Hard Realities: Part 1

Posted on December 11, 2017January 7, 2019 by scuttleblurb

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[EQC] Equity Commonwealth, [OAK] Oaktree, [PPG] PPG Industries, [UAL] United Continental, Quick Blurbs

Quick Blurbs [Equity Commonwealth, Oaktree, PPG Industries, United Continental]

Posted on August 1, 2017August 4, 2017 by scuttleblurb

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[FLT – FleetCor; WEX – WEX Inc.] Beyond Fuel: Part 1

Thoughts on the S&P Global / IHS Markit merger

[TWTR] Twitter

[SNOW] Modern data systems: part 2

[MDB] Modern data systems: part 1

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