A while back, I tweeted: [Whoops! My share count was off when I tweeted this….should have been more like ~11x mfcfe.] In case it wasn’t clear from my tweet, the process by which Wizz has gotten there largely mirrors the Ryanair playbook, which I described in an earlier post: “Michael O’Leary, profanity-oozing ass-kicker and Ryanair […]
Tag Archives: ULCC
[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 [...]
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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) [...]
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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 →[POOL] Pool Corp.
How Pool stacks up to Watsco
MBI and I recorded an episode of Never Sell recently (Big Tech Earnings) (Spotify, Apple, YouTube, RSS feed) Having just written [...]
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