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 […]
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 […]
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 […]
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(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 […]
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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 […]
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