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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 • 

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November 2025

[scuttlebits] Trex is getting cheap

TREX is down nearly 60% since I first profiled the company last August.

Nov 21 • 

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[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 • 

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[scuttlebit] Fiserv’s October Massacre

What are scuttlebits?

Nov 7 • 

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October 2025

[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 • 

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[scuttlebit] Guidewire scales

What are scuttlebits?

Oct 20 • 

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[scuttlebit] Wise is probably going to be fine

What are scuttlebits?

Oct 10 • 

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Is Gartner Doomed?

MBI and I recorded an episode of Never Sell recently (Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons) (Spotify…

Oct 1 • 

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September 2025

[scuttlebit] Charles Schwab is so back

What are scuttlebits?

Sep 22 • 

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13

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[scuttlebit] thoughts on ASML

What are scuttlebits?

Sep 15 • 

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[ALGN] Invisalign: Still the Clear Choice?

MBI and I recorded an episode of Never Sell recently (Global Payments, AI and Software, OpenAI and Anthropic Bubble?) (Spotify, Apple, YouTube, RSS…

Sep 8 • 

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Introducing: scuttlebits!

Hi Everyone,

Sep 3 • 

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