scuttleblurb Podcast
1) $ALGN, $SDC - Brand, Scale Economies, And Vertical Integration
$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration by scuttleblurb
2) 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
3) [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
4) 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
5) 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.c...Show More
6) 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.merio...Show More
7) 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.scutt...Show More
8) 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/...Show More
9) Episode 4 (CNNE, CDAY)
David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen
10) 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/ Tw...Show More