scuttleblurb

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scuttleblurb

23 episodes

1 month ago

Classic https://www.scuttleblurb.com/ Substack https://scuttleblurb.substack.com/

All content for scuttleblurb is the property of scuttleblurb and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Classic https://www.scuttleblurb.com/ Substack https://scuttleblurb.substack.com/

Business

Episodes (20/23)

scuttleblurb

[ALGN] Invisalign: Still the Clear Choice?

Classic https://www.scuttleblurb.com/ Substack https://scuttleblurb.substack.com/

1 month ago

6 minutes

scuttleblurb

[GPN] Global Payments (preview)

Classic: https://www.scuttleblurb.com/ Substack: https://scuttleblurb.substack.com/

2 months ago

6 minutes

scuttleblurb

[SES.TO] From Wellhead to Landfill: How SECURE Built a Duopoly in Oilfield Waste

Classic: https://www.scuttleblurb.com/ Substack: https://scuttleblurb.substack.com/

3 months ago

5 minutes

scuttleblurb

Dayforce and Workday

Classic: https://www.scuttleblurb.com/ Substack: https://scuttleblurb.substack.com/

3 months ago

9 minutes

scuttleblurb

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

4 months ago

6 minutes

scuttleblurb

A tour through HR and payroll processing software part 1 (Paycor, PAYC, PCTY)

Classic https://www.scuttleblurb.com/hcm_part1/ Substack https://scuttleblurb.substack.com/p/hcm-p1

5 months ago

8 minutes

scuttleblurb

Cadence, Synopsys, and the Future of Chip Design

Classic: https://www.scuttleblurb.com/cdns_snps2/ Substack: https://scuttleblurb.substack.com/p/cdns-snps2

6 months ago

6 minutes

scuttleblurb

[MRVI] Maravai Lifesciences

Classic https://www.scuttleblurb.com/mrvi/ Substack https://scuttleblurb.substack.com/p/mrvi-maravai-lifesciences

9 months ago

7 minutes

scuttleblurb

[SNA – Snap-On] when brand meets distribution

Classic https://www.scuttleblurb.com/sna/ Substack https://scuttleblurb.substack.com/p/sna-snap-on-when-brand-meets-distribution

10 months ago

7 minutes

scuttleblurb

what did Warren Buffett see in Simpson Manufacturing?

Classic: https://www.scuttleblurb.com/ssd/ Substack: https://scuttleblurb.substack.com/p/ssd

11 months ago

5 minutes

scuttleblurb

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

1 year ago

7 minutes

scuttleblurb

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

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

4 years ago

48 minutes

scuttleblurb

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

Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb

5 years ago

40 minutes

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

5 years ago

33 minutes

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

6 years ago

23 minutes

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 Kimwww.scuttleblurb.com/Twitter: @scuttleblurb

6 years ago

22 minutes

scuttleblurb

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

6 years ago

56 minutes

scuttleblurb

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

6 years ago

32 minutes

scuttleblurb

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

6 years ago

1 hour 2 minutes

scuttleblurb

Episode 4 (CNNE, CDAY)

David Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallen

6 years ago

32 minutes