Code Media (2/14/2018; Analyst Michael Nathanson on where media is headed) Michael Nathanson “Over the past 4 years [from 2013 to 2017], the FANG stocks have added $1.4tn of market cap. At the same time, the media industry, the content network industry, the studio industry, has lost about $40bn of market cap. This is one […]
Tag Archives: Red Hat
[PYPL] Paypal
PayPal tries again (and again)
May 4, 2026
Upcoming posts (in no particular order): Red Violet, IAC, Gartner, Verisk, Visa/Mastercard MBI and I [...]
Continue reading →[ADYEN] Adyen N.V.
Adyen update
April 24, 2026
Upcoming posts (in no particular order): PayPal/Stripe, IAC, Gartner, Red Violet, Verisk, Visa/Mastercard Payment processing [...]
1 Comment
Continue reading →[UPWK] Upwork
Does Upwork have a future?
April 17, 2026
Upcoming posts (in no particular order): Upwork, Adyen, PayPal, Gartner, Verisk, maybe Visa/Mastercard A common [...]
Continue reading →scuttlebits [TMO] Thermo Fisher
[scuttlebit] Thermo Fisher update
April 8, 2026
MBI and I recorded an episode of Never Sell recently (AI Doom, Veeva, Research and Writing) (Spotify, Apple, YouTube, RSS feed) [...]
Continue reading →[DHR] Danaher
[scuttlebit] Danaher update
March 31, 2026
It’s been nearly three years since I last wrote up Danaher and Thermo Fisher, so [...]
Continue reading →