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
[APPF] AppFolio
AppFolio and the business of property management software
January 6, 2025
(Note: Several weeks ago, MBI and I recorded a podcast conversation about AppFolio. You can [...]
Continue reading →SAMPLE POSTS
scuttleblurb 2024 content review
December 26, 2024
Happy holidays everyone, This post will kick off an annual tradition where I provide brief [...]
Continue reading →[SNA] Snap-On
[SNA – Snap-On] when brand meets distribution
December 12, 2024
Snap-On’s origin coincides with that of the US auto industry. In 1920, an engineer by [...]
Continue reading →[SSD] Simpson Manufacturing
what did Warren Buffett see in Simpson Manufacturing?
November 25, 2024
The next time you find yourself at the site of a half-built home, direct your [...]
Continue reading →[WISE] Wise plc
Wise and the business of cross-border transfers: part 2
November 4, 2024
Related post:Wise and the business of cross-border transfers: part 1I concluded part 1 describing how, [...]
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