Category Archives: [ALGN] Align Technology


[ALGN – Align Tech, SDC – Smile Direct Club] Brand, scale economies, and vertical integration

Below is a transcript of a podcast I recently recorded.  It has been lightly edited for clarity.  You can find the podcast by searching for “scuttleblurb” on Apple or Spotify. So Align technology is the company behind the Invisalign brand of clear liners. And so those are the clear removable plastic trays that are used […]

[ALGN – Align Technology] Process Advantages

“A lot of guys watch Bruce Lee movies. Doesn’t mean they can do karate.” – Bobby Axelrod (Showtime series Billions) If I were pitching this stock as a short 9 years ago, here’s what I would have said: Align’s main product, an expensive orthodontic appliance called Invisalign, is a joke.  Rendered in plastic, easily replicable, […]

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