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[scuttlebit] Guidewire scales

What are scuttlebits?

Oct 20 • 

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9

[scuttlebit] Wise is probably going to be fine

What are scuttlebits?

Oct 10 • 

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16

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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16

September 2025

[scuttlebit] Charles Schwab is so back

What are scuttlebits?

Sep 22 • 

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13

[scuttlebit] thoughts on ASML

What are scuttlebits?

Sep 15 • 

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17

[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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14

Introducing: scuttlebits!

Hi Everyone,

Sep 3 • 

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27

August 2025

Is Global Payments the next Adyen?

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

Aug 18 • 

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11

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 • 

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10

podcast AMA

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

Jul 21 • 

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5

Dayforce and Workday

A few announcements:

Jul 14 • 

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11

June 2025

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

Folks, a few announcements:

Jun 18 • 

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8