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scuttleblurb 2024 content review
Happy holidays everyone,
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[MTCH] Match Group
Online dating has easy parallels to other online social experiences that if taken too seriously can lead to dubious outcomes.
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some thoughts on Adyen
Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting on what it is that got people excited about…
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Class 1 freight rails: part 3 – Hunter Harrison, PSR, and investment implications
Burlington Northern Santa Fe, Canadian National, Canadian Pacific Kansas City, CSX, Norfolk Southern, Union Pacific
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quick follow-up on Charles Schwab
Original post: some thoughts on Charles Schwab, published Mar.
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some thoughts on Charles Schwab
I have a post on APi Group and Amphenol coming toward the end of the month but before then I wanted to offer some thoughts on Charles Schwab.
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A tour through payments: part 1 (Visa and Mastercard)
I plan to spend the next month re-surveying the payments landscape, mostly updating my views on companies I’ve discussed in the past but also maybe…
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IAC and MGM
There was a time, not too long ago, when an investor could treat IAC as a collection of binary early stage bets anchored by a few more mature and…
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[CMPR – Cimpress NV] Scale Economies and Hard Realities, Pt. 3
Cimpress is a fine business that has been in search of strategic direction for the last 6-7 years, groping for the right balance between value-added…
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