Real Estate – scuttleblurb

[TWLO] Twilio

September 17, 2021

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[FISV] Fiserv [GWRE] Guidewire Software

Some thoughts on Fiserv / First Data (FISV) and Guidewire (GWRE)

August 31, 2021

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[IQV] IQVIA [WIZZ] Wizz Air

IQVIA [IQV] + quick Wizz Air update

August 13, 2021

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[NVDA] Nvidia

Nvidia (NVDA): Part 2 of 2

July 28, 2021

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[NVDA] Nvidia

Nvidia (NVDA): Part 1 of 2

July 12, 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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[TWLO] Twilio

Some thoughts on Fiserv / First Data (FISV) and Guidewire (GWRE)

IQVIA [IQV] + quick Wizz Air update

Nvidia (NVDA): Part 2 of 2

Nvidia (NVDA): Part 1 of 2

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