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[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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[SES.TO] From Wellhead to Landfill: How SECURE Built a Duopoly in Oilfield Waste
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podcast AMA
Hi everyone, MBI and I are taking questions for an upcoming Never Sell AMA episode.
Jul 21
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podcast AMA
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Dayforce and Workday
A few announcements:
Jul 14
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Dayforce and Workday
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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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A tour through HR and payroll processing software: part 2 (Rippling, Deel, UKG)
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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
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A tour through HR and payroll processing software: part 1 (Paycor, PAYC, PCTY)
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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
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Cadence, Synopsys, and the Future of Chip Design
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[CRL] Charles River
A few announcements:
Apr 7
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[CRL] Charles River
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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
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Shift4’s M&A Alchemy
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February 2025
[TECH] Bio-Techne: Part 2
Hi everyone, some things:
Feb 25
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[TECH] Bio-Techne: Part 2
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[TECH] Bio-Techne: part 1
This is the first part of a two-part post.
Feb 12
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[TECH] Bio-Techne: part 1
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January 2025
[MRVI] Maravai Lifesciences
Hi everyone,
Jan 27
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[MRVI] Maravai Lifesciences
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AppFolio and the business of property management software
(Note: Several weeks ago, MBI and I recorded a podcast conversation about AppFolio.
Jan 6
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AppFolio and the business of property management software
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