[scuttlebit] thermo fisher update $tmo

classic
scuttleblurb.com/scuttlebit-tmo

substack
scuttleblurb.substack.com/p/scuttlebit...

Ryan Specialty – the middlemen have middlemen

classic
scuttleblurb.com/ryan

su b s t a ck
scuttleblurb.substack.com/p/ryan

$gpn took the paywall off this Global Payments post from last August. enjoy!

classic
scuttleblurb.com/gpn/

substack
scuttleblurb.substack.com/p/gpn

$spgi $mco S&P, Moody’s, and the limits of AI disruption: Part 2

classic
scuttleblurb.com/spgi_mco_ai2

su b s tack
scuttleblurb.substack.com/p/spgi-mco-ai2

[scuttlebit] $wix at the ai crossroads

classic
scuttleblurb.com/scuttlebit-wix

sub sta c k
scuttleblurb.substack.com/p/scuttlebit...

$spgi, $mco, and the limits of AI disruption: part 1

classic
scuttleblurb.com/spgi_mco_ai

su b s t ack
scuttleblurb.substack.com/p/spgi-mco-ai

$spgi, $mco, and the limits of AI disruption: part 1

classic
scuttleblurb.com/spgi_mco_ai

su b s t ack
scuttleblurb.substack.com/p/spgi-mco-ai

$veev Veeva, AI, and regulated workflows

classic
scuttleblurb.com/veeva-ai

substack
scuttleblurb.substack.com/p/veeva-ai

how $pool stacks up to $wso ($)

classic
scuttleblurb.com/pool_wso

s u bs t ac k
scuttleblurb.substack.com/p/pool-wso

$rely remitly looks interesting ($)

classic
scuttleblurb.com/rely

s ub s t ack
scuttleblurb.substack.com/p/rely

$knsl Kinsale is built for speed ($)

classic
scuttleblurb.com/knsl

s ubs ta ck
scuttleblurb.substack.com/p/knsl

$knsl Kinsale is built for speed ($)

classic
scuttleblurb.com/knsl

s ubs ta ck
scuttleblurb.substack.com/p/knsl

$wso thoughts on Watsco ($)

classic
scuttleblurb.com/wso1/

substack
scuttleblurb.substack.com/p/wso1

scuttleblurb business update (2025)

classic:
scuttleblurb.com/update-25

substack:
scuttleblurb.substack.com/p/update-2025

$odfl $saia $xpo the ltl carriers are going to be ok

wordpress:
scuttleblurb.com/ltl

substack:
scuttleblurb.substack.com/p/ltl

took the paywall of this two-part $nvda post from july 2021. it’s stale, but a decent primer nonetheless. enjoy

classic
scuttleblurb.com/nvda1/
scuttleblurb.com/nvda2/

substack
scuttleblurb.substack.com/p/nvidia-nvd...
scuttleblurb.substack.com/p/nvidia-nvd...

$avtr - a poor man's Thermo Fisher

classic
scuttleblurb.com/avtr

su b s tack:
scuttleblurb.substack.com/p/avtr

$avtr - a poor man's Thermo Fisher

classic
scuttleblurb.com/avtr

su b s tack:
scuttleblurb.substack.com/p/avtr

scuttleblurb survey results + programming notes. thank you all for a terrific year.

classic:
scuttleblurb.com/survey-resul...

substack:
scuttleblurb.substack.com/p/survey-res...

[scuttlebit] $four Shift4’s organic growth

classic
scuttleblurb.com/four_growth

substack
scuttleblurb.substack.com/p/four-growth

took the paywall of this two-part $nvda post from july 2021. it’s stale, but a decent primer nonetheless. enjoy

classic
scuttleblurb.com/nvda1/
scuttleblurb.com/nvda2/

substack
scuttleblurb.substack.com/p/nvidia-nvd...
scuttleblurb.substack.com/p/nvidia-nvd...

$bah Booz Allen and the business of defense - part 1

classic
scuttleblurb.com/bah1

substack
scuttleblurb.substack.com/p/bah1

[scuttlebit] thoughts on $asml

classic
scuttleblurb.com/scuttlebit-asm…
substack
scuttleblurb.substack.com/p/scuttlebit-a���

$ses.to from wellhead to landfill: how SECURE built a duopoly in oilfield waste ($)

classic
scuttleblurb.com/ses/
substack
scuttleblurb.substack.com/p/sesto

Dayforce and Workday $day $wday (paywall)

classic
scuttleblurb.com/day_wday/

substack
scuttleblurb.substack.com/p/day-wday

$pcty $payc $adp a tour through HR and payroll processing software: part 1

classic:
scuttleblurb.com/hcm_part1/

s ub s tack:
scuttleblurb.substack.com/p/hcm-p1

$umg $wmg took the paywall off this 2022 post on the record labels. enjoy.

classic
scuttleblurb.com/umg_wmg/

substack
scuttleblurb.substack.com/p/umg-wmg-re...

$cdns $snps Cadence, Synopsys, and the Future of Chip Design (paywall)

classic:
scuttleblurb.com/cdns_snps2/

s ub s ta c k:
scuttleblurb.substack.com/p/cdns-snps2

$crl Charles River ($)

classic:
scuttleblurb.com/crl/

s ub s t ack:
scuttleblurb.substack.com/p/crl

$four Shift4's M&A Alchemy ($)

scuttleblurb.substack.com/p/four2