Sitemap - 2019 - scuttleblurb
scuttleblurb business update (2019)
[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 3 of 4
[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 4 of 4
[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 2 of 4
[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 1 of 4
[BLL – Ball Corp] Static moats and sustainability
[V – Visa; MA – Mastercard] Beyond the card
[GWRE – Guidewire Software] Move slow and maintain things
[HEI/A – HEICO Corp] Niches get riches; Part 2
[RAMP – LiveRamp] Beyond the cookie
[BUR/LN – Burford Capital] Part 3: The short heard round the world
[RR/LN – Rolls-Royce] Entry barriers, learning curves, and the hazards of complexity
[BUR/LN – Burford Capital] Part 2: Investment returns and valuation
[BUR/LN – Burford Capital] Part 1: Industry context and competitive advantages
[TTD – The Trade Desk] A gorilla in ad tech?
[TDG – TransDigm] Niches get riches - part 1
[EVBG – Everbridge] The ERP of Enterprise Safety
[PANW – Palo Alto Networks] Thoughts on cybersecurity and stock-based compensation
[Sirius/Pandora – SIRI; Spotify – SPOT] Long-term relevance, long-term dominance
[ALGN – Align Technology] Process Advantages
[ICE, NDAQ, CME, CBOE] Exchange Operators: Fragmentation and New Points of Differentiation
[WDAY, CDAY, PAYC, ULTI, ORCL, SAP] Workday and Competitive Dynamics in HCM
[COUP – Coupa Software] Savings-as-a-Service
[DWDP – DowDuPont] Rack & Break; Part 1
[DWDP – DowDuPont] Rack & Break; Part 2
[PROTCT – Protector Forsikring] Insider Buying; Reserve Hits; Low Cost vs. Cost Advantage