In Scottsville, Kentucky at the dawn of World War 2 the market for “selling the good stuff to rich folks” was already taken, so J. L. Turner and Sons sold “the cheap stuff to the poor folks” instead. For the first 16 years of its life, the budding enterprise trafficked in close-out merchandise, first as […]
Tag Archives: Retail
[RYAN] Ryan Specialty
[RYAN] Ryan Specialty – the middlemen have middlemen
This is a companion piece to the Kinsale writeup from a few weeks ago, where [...]
Continue reading →[MCO] Moody's Corp
S&P, Moody’s, and the limits of AI disruption: Part 2
I briefly discussed credit ratings in my S&P write-up. It’s a great business, we all [...]
Continue reading →[WIX] Wix.com
[scuttlebit] Wix at the AI Crossroads
What are scuttlebits? Wix was conceived to democratize the creation of websites at a time [...]
1 Comment
Continue reading →[SPGI] S&P Global
S&P, Moody’s, and the limits of AI disruption: Part 1
(Part 1 concerns S&P Global; Part 2 will be published next week and discusses Moody’s) [...]
1 Comment
Continue reading →[VEEV] Veeva Systems
Veeva, AI, and regulated workflows
I recently recorded my annual podcast interview with @LibertyRPF, where I offer some thoughts on [...]
Continue reading →