scuttleblurb

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

Jun 2nd, 2021 3:39 PM

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

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

Aug 22nd, 2020 11:25 AM

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

[ADS] Alliance Data Systems

Dec 10th, 2019 3:16 PM

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

Ep 9: Chewy, Zooplus

Sep 4th, 2019 4:00 PM

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

Episode 8 - GAIA: A Bridge Too Far

Jun 14th, 2019 2:10 PM

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

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