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Recent Episodes
[ALGN] Invisalign: Still the Clear Choice?
Classichttps://www.scuttleblurb.com/Substackhttps://scuttleblurb.substack.com/
[GPN] Global Payments (preview)
Classic:https://www.scuttleblurb.com/Substack: https://scuttleblurb.substack.com/
[SES.TO] From Wellhead to Landfill: How SECURE Built a Duopoly in Oilfield Waste
Classic:https://www.scuttleblurb.com/Substack:https://scuttleblurb.substack.com/
Dayforce and Workday
Classic:https://www.scuttleblurb.com/Substack:https://scuttleblurb.substack.com/
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
A tour through HR and payroll processing software part 1 (Paycor, PAYC, PCTY)
Classichttps://www.scuttleblurb.com/hcm_part1/Substackhttps://scuttleblurb.substack.com/p/hcm-p1
Cadence, Synopsys, and the Future of Chip Design
Classic: https://www.scuttleblurb.com/cdns_snps2/Substack:https://scuttleblurb.substack.com/p/cdns-snps2
[MRVI] Maravai Lifesciences
Classichttps://www.scuttleblurb.com/mrvi/Substackhttps://scuttleblurb.substack.com/p/mrvi-maravai-lifesciences
[SNA – Snap-On] when brand meets distribution
Classichttps://www.scuttleblurb.com/sna/Substackhttps://scuttleblurb.substack.com/p/sna-snap-on-when-brand-meets-distribution
what did Warren Buffett see in Simpson Manufacturing?
Classic:https://www.scuttleblurb.com/ssd/Substack:https://scuttleblurb.substack.com/p/ssd
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
$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration
$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration by scuttleblurb
fat tail investing, never selling, $fergy, $wso
Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb
[ADS] Alliance Data Systems
https://www.scuttleblurb.com/ads2/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb
Ep 9: Chewy, Zooplus
https://www.scuttleblurb.com/zooplus/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb
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…
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…
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…
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…
Episode 4 (CNNE, CDAY)
David Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallen
Frequently Asked Questions
scuttleblurb has published 23 episodes since November 2018, covering topics in Business.
scuttleblurb is currently sporadic with new episodes monthly. Average episode length is 22m.
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