scuttleblurb

August 2025

Is Global Payments the next Adyen?

(no, but that doesn’t mean it can’t be a good stock)

Aug 18 • 

scuttleblurb

10

1

July 2025

[SES.TO] From Wellhead to Landfill: How SECURE Built a Duopoly in Oilfield Waste

AI-generated podcast conversation: Spotify, Apple, RSS

Jul 28 • 

scuttleblurb

9

podcast AMA

Hi everyone, MBI and I are taking questions for an upcoming Never Sell AMA episode.

Jul 21 • 

scuttleblurb

5

Dayforce and Workday

A few announcements:

Jul 14 • 

scuttleblurb

11

June 2025

A tour through HR and payroll processing software: part 2 (Rippling, Deel, UKG)

Folks, a few announcements:

Jun 18 • 

scuttleblurb

8

May 2025

A tour through HR and payroll processing software: part 1 (Paycor, PAYC, PCTY)

(this is part 1 of a 3-part post on HCM and payroll processing software and services that will touch on a number of companies, including, but not…

May 27 • 

scuttleblurb

16

April 2025

Cadence, Synopsys, and the Future of Chip Design

As a reminder, I’ll be in Omaha hanging out on the 2nd Floor of Upstream this Friday, around 8pm.

Apr 28 • 

scuttleblurb

11

[CRL] Charles River

A few announcements:

Apr 7 • 

scuttleblurb

16

March 2025

Shift4’s M&A Alchemy

It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared Isaacman departing for NASA and the company acquiring Global Blue…

Mar 17 • 

scuttleblurb

13

2

February 2025

[TECH] Bio-Techne: Part 2

Hi everyone, some things:

Feb 25 • 

scuttleblurb

8

[TECH] Bio-Techne: part 1

This is the first part of a two-part post.

Feb 12 • 

scuttleblurb

7