Vertical software – scuttleblurb

[ADYEN] Adyen N.V. [FIS] Fidelity National Information [FISV] Fiserv [GPN] Global Payments

A tour through payments: part 2 (Adyen, GPN, FIS, FISV)

January 16, 2023

Hi everyone, scuttleblurb is now on Substack (link). You don’t need to do anything. scuttleblurb [...]

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[MA] Mastercard [V] Visa

A tour through payments: part 1 (Visa and Mastercard)

December 22, 2022

This is my last post of the year. Before getting into it, here are some [...]

[SITE] SiteOne

[SITE] SiteOne Landscape Supply

November 28, 2022

SiteOne sources 135k landscaping SKUs from 5k suppliers and distributes to 280k customers, most of [...]

[VRSK] Verisk Analytics

November 28, 2022

One job of an insurance commissioner is to ensure that carriers under their jurisdiction have [...]

[CSGP] CoStar Group

[CSGP] CoStar

November 15, 2022

One way to make money is to start with transactions and monetize the data exhaust. [...]

[CSU] Constellation Software

Posted on December 7, 2018May 22, 2022 by scuttleblurb

The fawning adoration that investors heap on certain capital allocators can be a little gross, but Mark Leonard, CEO of Constellation Software(1), deserves most of it. His letters are a master class in lucid and honest communications and a welcome reprieve from the enervating, mealy-mouthed crap that we hear from lesser CEOs all year long. […]

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[TYL] Tyler Technologies

[TYL – Tyler Technologies] Finding Common Ground in Government (Systems)

Posted on November 27, 2018March 23, 2021 by scuttleblurb

In the course of researching Tyler, I came across this synopsis of the company’s distant history. If the laudatory retrospectives that we all know and love – the ones that start with outcomes and back into causes – were written in the late ’80s, Tyler Corp. might have been featured as an unexampled success story, […]