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

Play Episode Listen Later Jun 2, 2021 48:03


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

brand scale integration vertical economies algn
fat tail investing, never selling, $fergy, $wso

Play Episode Listen Later Aug 22, 2020 40:17


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

investing selling tail fergy
[ADS] Alliance Data Systems

Play Episode Listen Later Dec 10, 2019 33:35


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

alliance data systems
Ep 9: Chewy, Zooplus

Play Episode Listen Later Sep 4, 2019 23:55


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

chewy zooplus
Episode 8 - GAIA: A Bridge Too Far

Play Episode Listen Later Jun 14, 2019 22:18


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

gaia bridge too far
Episode 7 Media With Andrew Walker Of Rangeley Capital

Play Episode Listen Later May 8, 2019 56:53


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

media capital andrew walker rangeley
Ep 6 (equipment Rentals, Scuttleblurb)

Play Episode Listen Later Apr 4, 2019 32:58


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

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

Play Episode Listen Later Mar 4, 2019 62:50


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

service status standards ratings moody
Episode 4 (CNNE, CDAY)

Play Episode Listen Later Feb 15, 2019 32:31


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

Episode 3 (CPRT, KAR/IAA)

Play Episode Listen Later Jan 10, 2019 28:39


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

DWDP; RCKY; Metrics vs. Explanations

Play Episode Listen Later Dec 10, 2018 32:44


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

metrics explanations
Episode 1 (BXC, ZG, WIZZ, PRMW)

Play Episode Listen Later Nov 15, 2018 26:44


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

wizz

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