scuttleblurb – A Value Investing Blog

[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 3: The short heard round the world

August 19, 2019

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[RR/LN] Rolls-Royce

[RR/LN – Rolls-Royce] Entry barriers, learning curves, and the hazards of complexity

August 5, 2019

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[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 2: Investment returns and valuation

July 24, 2019

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[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 1: Industry context and competitive advantages

July 17, 2019

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[TTD] The Trade Desk

[TTD – The Trade Desk] A gorilla in ad tech?

July 5, 2019

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[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 3: The short heard round the world

Posted on August 19, 2019August 19, 2019 by scuttleblurb

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[RR/LN] Rolls-Royce

[RR/LN – Rolls-Royce] Entry barriers, learning curves, and the hazards of complexity

Posted on August 5, 2019August 11, 2019 by scuttleblurb

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[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 2: Investment returns and valuation

Posted on July 24, 2019August 6, 2019 by scuttleblurb

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[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 1: Industry context and competitive advantages

Posted on July 17, 2019August 6, 2019 by scuttleblurb

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[TTD] The Trade Desk

[TTD – The Trade Desk] A gorilla in ad tech?

Posted on July 5, 2019August 6, 2019 by scuttleblurb

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[TDG] TransDigm

[TDG – TransDigm] Niches get riches

Posted on June 19, 2019August 6, 2019 by scuttleblurb

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[EVBG] Everbridge

[EVBG – Everbridge] The ERP of Enterprise Safety

Posted on June 5, 2019August 6, 2019 by scuttleblurb

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[PANW] Palo Alto Networks

[PANW – Palo Alto Networks] Thoughts on cybersecurity and stock-based compensation

Posted on May 24, 2019August 6, 2019 by scuttleblurb

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[BUR/LN – Burford Capital] Part 3: The short heard round the world

[RR/LN – Rolls-Royce] Entry barriers, learning curves, and the hazards of complexity

[BUR/LN – Burford Capital] Part 2: Investment returns and valuation

[BUR/LN – Burford Capital] Part 1: Industry context and competitive advantages

[TTD – The Trade Desk] A gorilla in ad tech?

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