Sitemap - 2021 - scuttleblurb
scuttleblurb business update (2021)
quick Everbridge (EVBG) update
Data, Observability and Monitoring (SPLK, ESTC, NEWR, DT, DDOG)
quick thoughts on the IAC/MDP acquisition rumor
some thoughts on Fiserv / First Data (FISV) and Guidewire (GWRE)
IQVIA [IQV] + quick Wizz Air update
[EVBG – Everbridge] the COVID stock that wasn’t
[ALGN – Align Tech, SDC – Smile Direct Club] Brand, scale economies, and vertical integration
[VEEV – Veeva Systems] Beyond CRM
[BOX – Box; DBX – Dropbox] Opportunities and competitive challenges
[FLT – FleetCor; WEX – WEX Inc.] Beyond fuel to B2B payments: part 2
[FLT – FleetCor; WEX – WEX Inc.] Beyond Fuel: Part 1
Thoughts on the S&P Global / IHS Markit merger
[MDB] Modern data systems: part 1