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

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

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Aaron Sallen
Merion Road Capital Management
www.merionroadcapital.com/
Twitter: @aaronjsallen

David Kim
www.scuttleblurb.com/
Twitter: @scuttleblurb

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

https://www.scuttleblurb.com/ads2/ (paywall)

Aaron Sallen
Merion Road Capital Management
www.merionroadcapital.com/
Twitter: @aaronjsallen

David Kim
www.scuttleblurb.com/
Twitter: @scuttleblurb

[ADS] Alliance Data Systems

https://www.scuttleblurb.com/zooplus/ (paywall)

Aaron Sallen
Merion Road Capital Management
www.merionroadcapital.com/
Twitter: @aaronjsallen

David Kim
www.scuttleblurb.com/
Twitter: @scuttleblurb

Ep 9: Chewy, Zooplus

https://www.scuttleblurb.com/gaia-interesting-company/
https://ir.gaia.com/

Aaron Sallen
Merion Road Capital Management
www.merionroadcapital.com/
Twitter: @aaronjsallen

David Kim
www.scuttleblurb.com/
Twitter: @scuttleblurb

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

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