scuttleblurb

Podcast by scuttleblurb

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[ALGN] Invisalign: Still the Clear Choice?

Classic https://www.scuttleblurb.com/ Substack https://scuttleblurb.substack.com/

09-06
06:28

[GPN] Global Payments (preview)

Classic: https://www.scuttleblurb.com/ Substack: https://scuttleblurb.substack.com/

08-17
06:20

[SES.TO] From Wellhead to Landfill: How SECURE Built a Duopoly in Oilfield Waste

Classic: https://www.scuttleblurb.com/ Substack: https://scuttleblurb.substack.com/

07-27
05:39

Dayforce and Workday

Classic: https://www.scuttleblurb.com/ Substack: https://scuttleblurb.substack.com/

07-14
09:59

A tour through HR and payroll processing software: part 2a (Rippling, Deel, UKG)

Classic: https://www.scuttleblurb.com/hcm2a/ Substack: https://scuttleblurb.substack.com/p/hcm2a

06-18
06:38

A tour through HR and payroll processing software part 1 (Paycor, PAYC, PCTY)

Classic https://www.scuttleblurb.com/hcm_part1/ Substack https://scuttleblurb.substack.com/p/hcm-p1

05-27
08:12

Cadence, Synopsys, and the Future of Chip Design

Classic: https://www.scuttleblurb.com/cdns_snps2/ Substack: https://scuttleblurb.substack.com/p/cdns-snps2

04-28
06:28

[MRVI] Maravai Lifesciences

Classic https://www.scuttleblurb.com/mrvi/ Substack https://scuttleblurb.substack.com/p/mrvi-maravai-lifesciences

01-27
07:20

[SNA – Snap-On] when brand meets distribution

Classic https://www.scuttleblurb.com/sna/ Substack https://scuttleblurb.substack.com/p/sna-snap-on-when-brand-meets-distribution

12-12
07:06

what did Warren Buffett see in Simpson Manufacturing?

Classic: https://www.scuttleblurb.com/ssd/ Substack: https://scuttleblurb.substack.com/p/ssd

11-25
05:42

Building materials: part 2a (LPX, JHX)

Classic: https://www.scuttleblurb.com/building-materials-part-2a-lpx-jhx/ Substack: https://scuttleblurb.substack.com/p/building-materials-part-2a-lpx-jhx

08-05
07:51

$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration

$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration by scuttleblurb

06-02
48:03

fat tail investing, never selling, $fergy, $wso

Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb

08-22
40:17

[ADS] Alliance Data Systems

https://www.scuttleblurb.com/ads2/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb

12-10
33:35

Ep 9: Chewy, Zooplus

https://www.scuttleblurb.com/zooplus/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb

09-04
23:55

Episode 8 - GAIA: A Bridge Too Far

https://www.scuttleblurb.com/gaia-interesting-company/https://ir.gaia.com/Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb

06-14
22:18

Episode 7 Media With Andrew Walker Of Rangeley Capital

In this episode, Aaron and I discuss media with Andrew Walker of Rangeley CapitalAndrew Walkeryetanothervalueblog.comTwitter: @AndrewRangeleyAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb

05-08
56:53

Ep 6 (equipment Rentals, Scuttleblurb)

In this episode, Aaron talks about starting a construction equipment rental marketplace (starting at 2:00) and I talk about getting scuttleblurb off the ground (starting at 20:00)David Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallen

04-04
32:57

Ep 5 - Status, Standards, And Ratings With @BluegrassCap

Status as a Service by Eugene Weihttps://www.eugenewei.com/blog/2019/2/19/status-as-a-serviceThe Luxury Strategy by Jean-Noel Kapfererhttps://www.amazon.com/Luxury-Strategy-Break-Marketing-Brands/dp/0749464917scuttleblurb post on Moody'shttps://www.scuttleblurb.com/mco/BluegrassCapTwitter: @BluegrassCapDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallen

03-04
01:02:50

Episode 4 (CNNE, CDAY)

David Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallen

02-15
32:31
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