Month: September 2020

Interview: Call with AutoNation IR [AN]

AutoNation is one of those surprisingly resilient companies that isn’t talked about enough. It was founded in 1996 by none other than Wayne Huizenga. Prior to AutoNation, he founded Waste Management and was instrumental in its astronomical growth. Prior to Waste Management, he co-owned Blockbuster Video back when it was one of the best performing …

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The Evolution of the Data Center [CSCO, ANET]

“Gilfoyle: The software you wrote just shit the bed, no surprise.  Dinesh: My software’s fine – it’s just running on your shit hardware!”  Silicon Valley  Issues with Old Hardware  Silicon Valley is meant to be a satirical show, but this perpetual tug-of-war between software and hardware certainly exists. Over the past few decades, the ability …

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The Naspers Ecosystem, Part 3: Payments

Back in 2014, Naspers combined all of its payments investments into one company, PayU, which currently represents the whole Payments vertical. As a result, PayU presents itself as an emerging markets payments solution with operations in 18 of the 20 fastest growing markets. The crown jewel of this portfolio is the Indian segment, which makes …

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