scuttleblurb
Subscribe
Sign in
Home
Free Posts
Archive
Leaderboard
About
[scuttlebit] Shift4’s organic growth
Last week, a reader and Shift4 shareholder messaged me, raising questions about the company’s organic growth methodology.
Dec 10
•
scuttleblurb
6
2
Latest
Top
Discussions
Booz Allen and the business of defense – part 2
I left Part 1 with the observation that, starting in earnest around a decade ago, the federal government began encouraging procurement through a smaller…
Dec 8
•
scuttleblurb
6
2
Booz Allen and the business of defense – part 1
MBI and I recorded an episode of Never Sell recently (Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins) (Spotify…
Dec 1
•
scuttleblurb
10
2
[scuttlebits] Trex is getting cheap
TREX is down nearly 60% since I first profiled the company last August.
Nov 21
•
scuttleblurb
13
2
[scuttlebit] yet another Shift4 take
MBI and I recorded an episode of Never Sell recently (The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge) (Spotify, Apple, YouTube, RSS…
Nov 13
•
scuttleblurb
13
4
[scuttlebit] Fiserv’s October Massacre
What are scuttlebits?
Nov 7
•
scuttleblurb
13
3
[JHX] Will James Hardie’s big acquisition pay off?
In last summer’s building materials series, I explained how branded manufacturers, like James Hardie in siding and Trex in composite decking, are…
Oct 29
•
scuttleblurb
6
2
[scuttlebit] Guidewire scales
What are scuttlebits?
Oct 20
•
scuttleblurb
11
2
See all
scuttleblurb
investing
Subscribe
Recommendations
View all 16
MBI Deep Dives
MBI Deep Dives
Yet Another Value Blog
Andrew Walker
Noahpinion
Noah Smith
Buyback Capital
Forbes Jamieson
Astral Codex Ten
Scott Alexander
scuttleblurb
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
