In simple terms what Gartner does is it furnishes research reports that executives use to inform consequential procurement and strategy decisions. Where Gartner wields the most influence is in IT (literally, the company’s ticker symbol!), where its insights might be used by CIOs to, say, design a cybersecurity framework, validate vendor choices, and benchmark deal […]
What are scuttlebits? Nobody talks about Charles Schwab anymore, but just two and a half short years ago everyone had an opinion…and if you roamed the Twitter hellscape back then what you found was that the most amplified takes converged on one conclusion: Schwab was teetering on the brink of collapse. To recap: the most […]
What are scuttlebits? I recently read Focus: The ASML Way by Marc Hijink, a book I’d recommend to anyone interested in getting up to speed on ASML. Among the many interesting anecdotes cited in this terrific book, the one that stood out most to me pertained not to its mind-boggling technology but its approach to […]
MBI and I recorded an episode of Never Sell recently (Global Payments, AI and Software, OpenAI and Anthropic Bubble?) (Spotify, Apple, YouTube, RSS feed) AI-generated podcast conversation: Spotify, Apple, direct link AI-generated summary: This report traces the rise, challenges, and current state of Align Technology in the clear aligner market. It shows how Invisalign transformed from a mocked niche product into the category leader […]
Hi Everyone, After eight years of writing this blog, I’ve come to realize that habitual readership, essential to limiting churn, is difficult to foster with deep dives published every three weeks. The truth of the matter is that subscribers equate publishing frequency with value and, in their all too busy lives, also find it difficult […]
(no, but that doesn’t mean it can’t be a good stock) AI-generated podcast conversation: Spotify, Apple AI-generated summary: Global Payments’ $24bn acquisition of Worldpay is the latest installment in the long-running saga of merchant acquirers trying to scale their way out of obsolescence. Less than a year after publicly swearing off M&A, Global is now pursuing a […]
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AI-generated podcast conversation: Spotify, Apple, RSS AI-generated summary: The text examines the lifecycle of oil wells, detailing the various waste streams generated during drilling, hydraulic fracturing, production, and post-production phases, with produced water being the most significant. It then shifts focus to SECURE Waste Infrastructure (SECURE), a major player in managing these waste products across […]
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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. […]
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