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
[ADP] ADP [DAY] Dayforce [PAYC] Paycom [PAYX] Paychex [PCTY] Paylocity [WDAY] Workday
A tour through HR and payroll processing software: part 1
May 27, 2025
(this is part 1 of a 3-part post on HCM and payroll processing software and [...]
Continue reading →[CDNS] Cadence [SNPS] Synopsys
Cadence, Synopsys, and the Future of Chip Design
April 28, 2025
Related posts: [CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry (2/28/20) [...]
Continue reading →[CRL] Charles River
[CRL] Charles River
April 7, 2025
A few announcements: 1) I’ll be in Omaha this year, hanging out on the 2nd [...]
Continue reading →[FOUR] Shift4
Shift4’s M&A Alchemy
March 17, 2025
It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared [...]
Continue reading →[TECH] Bio-Techne
[TECH] Bio-Techne: part 2
February 25, 2025
Hi everyone, some things: 1) Episode 3 of the Never Sell podcast (a monthly investment [...]
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