Sitemap - 2020 - scuttleblurb
[FVRR, UPWK] Freelance marketplaces
[MKTX, TW] Market infrastructure: part 3
scuttleblurb business update (2020)
[SPGI, MCO] Market infrastructure: part 2
[FDS, LSE/Refinitiv] Market infrastructure: part 1
[Chr. Hansen, Novozymes] All the small things (plus some quick thoughts on The Trade Desk)
Thoughts on Watsco and some businesses like it
[ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2
[CVNA – Carvana] Fat tail investing
Simulation, CAD, and PLM: Part 1
[Z – Zillow Group] On lead gen and iBuying
[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models
[APPN, PEGA, SMAR] No/low code evolution
FICO and the Consumer Credit Bureaus: Part 2
FICO and the Consumer Credit Bureaus: Part 1
[LILAK – Liberty Latin America] Once more unto the breach
[CACC – Credit Acceptance Corp] Value in subprime auto
[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry
[AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns
[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3
[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology