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[APG] APi Group
I was going to combine APG and APH into a single write-up but now I’m breaking them up into two shorter ones…so APG today, APH next week. Another note: In my Schwab post a few days ago, I was trying to get at a reasonable base assumption for changes in bank deposits in 2023 in…
scuttleblurb
Mar 28
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[APG] APi Group
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quick follow-up on Charles Schwab
Original post: some thoughts on Charles Schwab, published Mar. 12, 2023 In The Media Very Rarely Lies, Scott Alexander writes: the media rarely lies…
scuttleblurb
Mar 26
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quick follow-up on Charles Schwab
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some thoughts on Charles Schwab
I have a post on APi Group and Amphenol coming toward the end of the month but before then I wanted to offer some thoughts on Charles Schwab. Nothing…
scuttleblurb
Mar 12
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some thoughts on Charles Schwab
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[APO] Apollo
Most distressed investors merely live in the darkness; Apollo was born in it. Following the epic collapse of Drexel Burnham Lambert, the high-flying…
scuttleblurb
Feb 27
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[APO] Apollo
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A tour through payments: part 3 (SQ, FOUR)
Hi everyone, A few weeks ago, I recorded a podcast with my friend @LibertyRPF, who writes the excellent Liberty's Highlights Substack. We discuss…
scuttleblurb
Feb 2
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A tour through payments: part 3 (SQ, FOUR)
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A tour through payments: part 2 (Adyen, GPN, FIS, FISV)
When a cardholder uses their debit or credit card at checkout, what happens is a merchant acquirer processor (just “merchant acquirer” from now on) will…
scuttleblurb
Jan 16
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A tour through payments: part 2 (Adyen, GPN, FIS, FISV)
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A tour through payments: part 1 (Visa and Mastercard)
This is my last post of the year. Before getting into it, here are some stats on the business of scuttleblurb: 2022 has the dubious distinction of being…
scuttleblurb
Dec 22, 2022
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A tour through payments: part 1 (Visa and Mastercard)
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[VRSK] Verisk Analytics
One job of an insurance commissioner is to ensure that carriers under their jurisdiction have sufficient reserves to pay claims. In the early 1900s, the…
scuttleblurb
Nov 28, 2022
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[VRSK] Verisk Analytics
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Liberty’s Highlights
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