Sitemap - 2018 - scuttleblurb
[ELLI – Ellie Mae] Market Opportunity, Competitive Threats, and Profitability
[WIZZ – Wizz Air] Flying Through the Storm
[TYL – Tyler Technologies] Finding Common Ground in Government (Systems)
[ZG – Zillow] “Transformational Innovation”
[RDFN – Redfin] Business Model Analysis and Growth Constraints
[RAMP – LiveRamp] Ad Tech Situations are Special
[CHGG – Chegg] Low Cost Channel to Bundled Ed Tech and Challenges in the Publishing Industry
Discount Brokers: Disruption, Bundling, and the Battle for the Mass Affluent; Part 2
Discount Brokers: Disruption, Bundling, and the Battle for the Mass Affluent; Part 1
[TREE – LendingTree] Lead Gen, Marketplaces, and Scale Economies
[V – Visa; MA – Mastercard] Expanding the Rails, Part 2
[TEAM – Atlassian] Collaboration and Competition
[FNF, FAF] Title Insurance, Ownership, and “Blockchain”
[SQ – Square; PYPL – PayPal] Comparing Business Models and Strategies
[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?), Part 2
[CPRT – Copart; KAR – KAR Auction Services] Copart is a Beast + Impending IAA Spin-Off from KAR
[GDDY – GoDaddy; VRSN – Verisign; EIGI – Endurance International] Value Migration in Web Services
[ZO1 – Zooplus] Competing with Amazon
[LYV – Live Nation] On Flywheels and Bundles
[WK – Workiva] From Point Solution to Platform
[KMX – CarMax; CVNA – Carvana] Moat, Growth, and Competition
[RHT – Red Hat] On A Bridge Between Clouds
[RP – RealPage] Software Bundle, Not a Platform
[CMPR – Cimpress NV] Scale Economies and Hard Realities, Pt. 3
[IDXX – IDEXX Labs] Priced to Win
[MSFT – Microsoft] Death Star, Reformed
[SERV – ServiceMaster; ROL – Rollins] Scale Economies and Hard Realities: Part 2