Software – scuttleblurb

[POOL] Pool Corp. [SITE] SiteOne [WSO] Watsco

Thoughts on Watsco and some businesses like it

September 23, 2020

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[ADSK] Autodesk [DSY:EN] Dassault Systemes [PTC] PTC Inc.

[ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2

September 1, 2020

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[CVNA] Carvana

[CVNA – Carvana] Fat tail investing

August 13, 2020

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[ALTR] Altair Engineering [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

July 30, 2020

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[Z] Zillow

[Z – Zillow Group] On lead gen and iBuying

July 15, 2020

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[ADSK] Autodesk, [DSY:EN] Dassault Systemes, [PTC] PTC Inc.

[ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2

Posted on September 1, 2020September 23, 2020 by scuttleblurb

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[APPN] Appian, [PEGA] Pega Systems, [SMAR] Smartsheet

[APPN, PEGA, SMAR] No/low code evolution

Posted on June 10, 2020June 29, 2020 by scuttleblurb

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[ELLI] Ellie Mae

[ELLI – Ellie Mae] SaaS With Class…But Still Too Expensive

Posted on September 8, 2017October 14, 2018 by scuttleblurb

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[SAP] SAP SE, Quick Blurbs

Quick Blurbs [SAP, Tripadvisor]

Posted on August 16, 2017December 5, 2017 by scuttleblurb

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[AXP] American Express, [SAP] SAP SE, Quick Blurbs

Quickblurb [AXP – American Express; SAP – SAP SE]

Posted on January 23, 2017January 30, 2019 by scuttleblurb

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Thoughts on Watsco and some businesses like it

[ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2

[CVNA – Carvana] Fat tail investing

Simulation, CAD, and PLM: Part 1

[Z – Zillow Group] On lead gen and iBuying

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