Software – scuttleblurb

[CACC] Credit Acceptance Corp

[CACC – Credit Acceptance Corp] Value in subprime auto

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[CDNS] Cadence [SNPS] Synopsys

[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry and competitive positioning therein

February 28, 2020

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[AMT] American Tower [CCI] Crown Castle

[AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns

February 13, 2020

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[MELI] MercadoLibre

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3

January 28, 2020

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[SHOP] Shopify [WIX] Wix.com

[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology

January 13, 2020

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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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