Ticketing – scuttleblurb

[DHR] Danaher

May 23, 2023

Related post (read this first): [TMO] Thermo Fisher The life sciences behemoth we now know [...]

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[SCHW] Charles Schwab

yet another Schwab post

May 14, 2023

(our regularly scheduled life sciences programming resumes in a week or so) Schwab lost a [...]

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[TMO] Thermo Fisher

April 23, 2023

Most of the time the subjects of my writing are more similar than they appear. [...]

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[APH] Amphenol

[APH] Amphenol + quick $APG follow-up

April 5, 2023

Soon after I published a bullish post on APi Group last week, a few Twitter [...]

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[APG] APi Group

March 28, 2023

I was going to combine APG and APH into a single write-up but now I’m [...]

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[LYV – Live Nation] On Flywheels and Bundles

Posted on April 24, 2018April 24, 2018 by scuttleblurb

Related Post: [LYV – Live Nation Entertainment] Some of It’s Magic, Some of It’s Tragic In my last blurb on Live Nation, I fussed over impending competition from Amazon, which was populating its US site with “Amazon Tickets” job listings that included the following salvo: “The ticketing business is ripe for innovation and improvement, as much […]

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[LYV] Live Nation

[LYV – Live Nation Entertainment] Some of It’s Magic, Some of It’s Tragic

Posted on April 11, 2017April 11, 2018 by scuttleblurb

Live Nation’s business model is unique, contextually rich, and complicated. While I think this is a decent business – to see this you have to consider all its parts, some of which are mediocre on a standalone basis, as an interlocking whole – I don’t think the purported “platform” is as interesting as I initially […]

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