Real Estate – scuttleblurb

[ALTR] Altair Engineering [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

July 30, 2020

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[Z] Zillow

[Z – Zillow Group] On lead gen and iBuying

July 15, 2020

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[ADM.L] Admiral Group

[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models

June 29, 2020

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[APPN] Appian [PEGA] Pega Systems [SMAR] Smartsheet

[APPN, PEGA, SMAR] No/low code evolution

June 10, 2020

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[EFX] Equifax [EXPN] Experian [FICO] Fair Isaac [TRU] TransUnion

FICO and the Consumer Credit Bureaus: Part 2

May 24, 2020

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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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Simulation, CAD, and PLM: Part 1

[Z – Zillow Group] On lead gen and iBuying

[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models

[APPN, PEGA, SMAR] No/low code evolution

FICO and the Consumer Credit Bureaus: Part 2

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