Sitemap - 2021 - scuttleblurb

scuttleblurb business update (2021)

Square / PayPal: Part 2

quick Everbridge (EVBG) update

Square / PayPal: Part 1

[SHW] Sherwin-Williams

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

Nvidia (NVDA): Part 2 of 2

Nvidia (NVDA): Part 1 of 2

Update on IAC (+ Vimeo)

[EVBG – Everbridge] the COVID stock that wasn’t

[ALGN – Align Tech, SDC – Smile Direct Club] Brand, scale economies, and vertical integration

Chewy and Zooplus

[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

[SNOW] Modern data systems: part 2

[IAC; ANGI] Yet another IAC write-up

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