scuttleblurb

By scuttleblurbBusiness

scuttleblurb episodes

August 05, 2024 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
8 min
June 02, 2021 $ALGN, $SDC - Brand, Scale Economies, And Vertical Integration
$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration by scuttleblurb
49 min
August 22, 2020 fat tail investing, never selling, $fergy, $wso
Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb
41 min
December 10, 2019 [ADS] Alliance Data Systems
https://www.scuttleblurb.com/ads2/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb
34 min
September 04, 2019 Ep 9: Chewy, Zooplus
https://www.scuttleblurb.com/zooplus/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb
24 min
June 14, 2019 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
23 min
May 08, 2019 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
57 min
April 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 Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallen
33 min
March 04, 2019 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
1 hr 3 min
February 15, 2019 Episode 4 (CNNE, CDAY)
David Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallen
33 min