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PTC Gets Acquired: A Bittersweet Farewell
Coverage on PTC draws to a close: musings on the takeover announcement, the last 12 months, AI and other things
Oct 8
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Crashkolnikov
1
Regeneron's Hidden Moat
What FNIP1 tells us about scale and the future of the Regeneron Genetics Center
Aug 9
•
Crashkolnikov
7
The NFTBC Digest (17 May 2026)
News, Earnings & Links (BMW, CBRS, OBCK, PRCT, REGN)
May 17
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Crashkolnikov
7
BMW 2026: Entering the Final Straight
After eight years of flat volumes, a return to growth might finally be coming into view
Mar 18
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Crashkolnikov
4
WPP: Lost Cause or Cause for Hope?
WPP’s weaknesses are well known: strategic missteps, execution failures, business-model pressure and disruption risk. Less understood is the possibility…
Mar 8
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Crashkolnikov
5
PTC - Q1 FY26 and update on go-to-market progress
"the whole game is to build a durable, accelerating growth company"
Feb 6
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Crashkolnikov
3
PTC: Organising The Noise
And other musings on AI
Jan 19
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Crashkolnikov
5
2
PTC Inc - A Deep Dive (Part 2)
Product tour, AI strategy and financial considerations
Oct 22, 2025
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Crashkolnikov
2
2
Notes on GSK
Musings on the leadership change and future vs past
Oct 3, 2025
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Crashkolnikov
2
1
PTC Inc - A Deep Dive (Part 1)
"Putting more wood behind the arrow" / Blessed is the man whose quiver is full of them
Sep 26, 2025
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Crashkolnikov
5
2
2
The NFTBC Digest [Free Post]
News, Links, Marginalia and other Curiosities
Sep 21, 2025
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Crashkolnikov
3
About A Certain Database Company [Free Post]
Reflections on my decision this week to sell a big chunk of Oracle stock.
Sep 12, 2025
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Crashkolnikov
5
4
2
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