scuttleblurb

scuttleblurb episodes:

• 06.02.2021

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

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

  
• 08.22.2020

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

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

  
• 12.10.2019

  [ADS] Alliance Data Systems

  https://www.scuttleblurb.com/ads2/ (paywall) Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb

  
• 09.04.2019

  Ep 9: Chewy, Zooplus

  https://www.scuttleblurb.com/zooplus/ (paywall) Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb

  
• 06.14.2019

  Episode 8 - GAIA: A Bridge Too Far

  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

  
• 05.08.2019

  Episode 7 Media With Andrew Walker Of Rangeley Capital

  In this episode, Aaron and I discuss media with Andrew Walker of Rangeley Capital Andrew Walker yetanothervalueblog.com Twitter: @AndrewRangeley Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb

  
• 04.04.2019

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

  
• 03.04.2019

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

  Status as a Service by Eugene Wei https://www.eugenewei.com/blog/2019/2/19/status-as-a-service The Luxury Strategy by Jean-Noel Kapferer https://www.amazon.com/Luxury-Strategy-Break-Marketing-Brands/dp/0749464917 scuttleblurb post on Moody's https://www.scuttleblurb.com/mco/ BluegrassCap Twitter: @BluegrassCap David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen

  
• 02.15.2019

  Episode 4 (CNNE, CDAY)

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

  
• 01.10.2019

  Episode 3 (CPRT, KAR/IAA)

  CPRT Write-Up: https://www.scuttleblurb.com/cprt_kar/ David Kim https://www.scuttleblurb.com/ Twitter: @scuttleblurb Aaron Sallen Merion Road Capital Management https://www.merionroadcapital.com/ Twitter: @aaronjsallen

  
• 12.10.2018

  DWDP; RCKY; Metrics vs. Explanations

  David Kim https://www.scuttleblurb.com/ Twitter: @scuttleblurb Aaron Sallen Merion Road Capital Management https://www.merionroadcapital.com/ Twitter: @aaronjsallen

  
• 11.15.2018

  Episode 1 (BXC, ZG, WIZZ, PRMW)

  David Kim scuttleblurb.com Twitter: @scuttleblurb Aaron Sallen Merion Road Capital Management https://www.merionroadcapital.com/ Twitter: @aaronjsallen