Sitemap - 2017 - scuttleblurb
[TRUP – Trupanion] A SaaSy Underwriter
[FSV – FirstService; CWD LN – Countrywide plc] Scale Economies and Hard Realities: Part 1
[CSGP – CoStar Group; REIS – Reis Inc.] Tale of Two Data Providers
[ODFL – Old Dominion Freight Line] Superb Logistics Company
[TripAdvisor, Trivago, OTAs] Thoughts on the Carnage
[ADI – Analog Devices] A Silent Hero
[WIX – Wix.com] Scaling Profitably
[EQIX – Equinix; INXN – Interxion] Network Effects in a Box
[MELI – MercadoLibre] Digging The Moat (Or Is It A Grave?), Part 1
[MCEM – Monarch Cement] Ash Grove Part Deux?
[BLK – Blackrock] Not Another Passive vs. Active Debate
[V – Visa; MA – Mastercard] Expanding the Rails, Part 1
[EFX – Equifax] Investment Implications of Breach Fiasco
[CB – Chubb Ltd] A Port in the Storm
[ELLI – Ellie Mae] SaaS With Class…But Still Too Expensive
[MCO – Moody’s] The Self-Reinforcing Standards Moat
[GBX – Greenbrier] Valuation Update
[TRIP – Tripadvisor] Good Asset, Fumbled Monetization Strategy
[CBG – CBRE Group] Expensive on Normalized Earnings
[LYV – Live Nation Entertainment] Some of It’s Magic, Some of It’s Tragic
[ADNT – Adient] Self-Help Margin Expansion Opportunity, 4-Year Double
[CF – CF Industries] Global N Fertilizer Supply But Pricing Recovery Priced In