scuttleblurb – A Value Investing Blog

[POOL] Pool Corp. [SITE] SiteOne [WSO] Watsco

Thoughts on Watsco and some businesses like it

September 23, 2020

To access this post, you must purchase Scuttleblurb. [...]

[ADSK] Autodesk [DSY:EN] Dassault Systemes [PTC] PTC Inc.

[ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2

September 1, 2020

To access this post, you must purchase Scuttleblurb. [...]

[CVNA] Carvana

[CVNA – Carvana] Fat tail investing

August 13, 2020

To access this post, you must purchase Scuttleblurb. [...]

2 Comments

[ALTR] Altair Engineering [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

To access this post, you must purchase Scuttleblurb. [...]

[Z] Zillow

[Z – Zillow Group] On lead gen and iBuying

To access this post, you must purchase Scuttleblurb. [...]

[POOL] Pool Corp., [SITE] SiteOne, [WSO] Watsco

Thoughts on Watsco and some businesses like it

Posted on September 23, 2020September 23, 2020 by scuttleblurb

To access this post, you must purchase Scuttleblurb.

Continue reading →

[ADSK] Autodesk, [DSY:EN] Dassault Systemes, [PTC] PTC Inc.

[ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2

Posted on September 1, 2020September 23, 2020 by scuttleblurb

To access this post, you must purchase Scuttleblurb.

Continue reading →

[CVNA] Carvana

[CVNA – Carvana] Fat tail investing

Posted on August 13, 2020August 27, 2020 by scuttleblurb

To access this post, you must purchase Scuttleblurb.

Continue reading →

[ALTR] Altair Engineering, [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

Posted on July 30, 2020August 12, 2020 by scuttleblurb

To access this post, you must purchase Scuttleblurb.

Continue reading →

[Z] Zillow

[Z – Zillow Group] On lead gen and iBuying

Posted on July 15, 2020August 4, 2020 by scuttleblurb

To access this post, you must purchase Scuttleblurb.

Continue reading →

[ADM.L] Admiral Group

[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models

Posted on June 29, 2020June 29, 2020 by scuttleblurb

To access this post, you must purchase Scuttleblurb.

Continue reading →

[APPN] Appian, [PEGA] Pega Systems, [SMAR] Smartsheet

[APPN, PEGA, SMAR] No/low code evolution

Posted on June 10, 2020June 29, 2020 by scuttleblurb

To access this post, you must purchase Scuttleblurb.

Continue reading →

[EFX] Equifax, [EXPN] Experian, [FICO] Fair Isaac, [TRU] TransUnion

FICO and the Consumer Credit Bureaus: Part 2

Posted on May 24, 2020May 24, 2020 by scuttleblurb

To access this post, you must purchase Scuttleblurb.

Continue reading →

1
2
3
4
…
18