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$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration
Jun 02, 2021
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$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration by scuttleblurb
fat tail investing, never selling, $fergy, $wso
Aug 22, 2020
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Aaron Sallen
Merion Road Capital Management
www.merionroadcapital.com/
Twitter: @aaronjsallen
David Kim
www.scuttleblurb.com/
Twitter: @scuttleblurb
[ADS] Alliance Data Systems
Dec 10, 2019
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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 04, 2019
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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 14, 2019
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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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