A few announcements: MBI and I discussed APi Group in last month’s Never Sell episode (Spotify, Apple, YouTube, RSS Feed) You can find a short NotebookLM-generated discussion about this post on Spotify, Apple, and many other podcast players (search for “scuttleblurb”). I planned on writing up ADP and Paychex next, but I’m going to pass. Maybe another time. […]
Folks, a few announcements: First, I’m creating short 5-7 minute AI-generated podcast conversations based on my write-ups using NotebookLM and making them freely available on the scuttleblurb podcast feed (Apple, Spotify). These are not meant to be replacements for the actual write-ups and, to be honest, they aren’t even perfectly accurate summaries of them. I’ve […]
(this is part 1 of a 3-part post on HCM and payroll processing software and services that will touch on a number of companies, including, but not limited to, ADP, Paychex, Paycor, Paycom, Paylocity, and Workday) I. Those familiar “day in the life” videos, the ones that blur professional diary and aspirational lifestyle content, with […]
Related posts: [CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry (2/28/20) Simulation, CAD, and PLM: Part 1 (7/30/20) I. I’ve always found it conceptually helpful to think of a digital chip as a city, with buildings, roads, and the bustle of people mapping to IP blocks, wires, and the flow of […]
A few announcements: 1) I’ll be in Omaha this year, hanging out on the 2nd floor of Upstream on Friday night sometime around 8pm (I tend to find myself at Mr. Toad’s eventually). If you’re around, come say “hi”! 2) MBI and I discussed Adobe in the most recent episode of Never Sell (Spotify, Apple, YouTube, RSS Feed) […]
It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared Isaacman departing for NASA and the company acquiring Global Blue for $2.5bn in its largest M&A transaction by far, I figure it’s time for an update. To quickly recap: in its first decade, United Bank Card, the fledgling business Jared […]
To access this post, you must purchase Annual subscription, Quarterly subscription or Monthly subscription.
Hi everyone, some things: 1) Episode 3 of the Never Sell podcast (a monthly investment conversation between MBI and me) dropped yesterday (Spotify, YouTube). In it, MBI describes some useful research tools and we explore the strengths, weaknesses, and implications of Deep Research 2) Reports will now have an audio version embedded. For Substack subscribers, […]
To access this post, you must purchase Annual subscription, Quarterly subscription or Monthly subscription.
This is the first part of a two-part post. I wanted to better understand the tools behind drug research and diagnostics and writing up Bio-Techne seemed like a good way to do that. Bio-Techne sells lots of stuff, from recombinant proteins to instruments. But it isn’t an “everything store” like Thermo Fisher. Its products interlock […]
To access this post, you must purchase Annual subscription, Quarterly subscription or Monthly subscription.