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

September 1, 2020

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[CVNA] Carvana

[CVNA – Carvana] Fat tail investing

August 13, 2020

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[ALTR] Altair Engineering [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

July 30, 2020

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[Z] Zillow

[Z – Zillow Group] On lead gen and iBuying

July 15, 2020

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[ADM.L] Admiral Group

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

June 29, 2020

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[HEI-A] HEICO

[HEI/A – HEICO Corp] Niches get riches; Part 2

Posted on September 11, 2019March 20, 2020 by scuttleblurb

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[RAMP] LiveRamp (Acxiom)

[RAMP – LiveRamp] Beyond the cookie

Posted on August 30, 2019August 30, 2019 by scuttleblurb

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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; Part 1

Posted on June 19, 2019March 31, 2020 by scuttleblurb

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

[CVNA – Carvana] Fat tail investing

Simulation, CAD, and PLM: Part 1

[Z – Zillow Group] On lead gen and iBuying

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

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