[ASHG] Ash Grove Cement – scuttleblurb

[PANW] Palo Alto Networks

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

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[SIRI] SiriusXM [SPOT] Spotify

[Sirius/Pandora – SIRI; Spotify – SPOT] Long-term relevance, long-term dominance

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[ALGN] Align Technology

[ALGN – Align Technology] Process Advantages

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[OKTA] Okta Inc.

[OKTA – Okta] Owning Identity

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[CBOE] CBOE Global Markets [CME] CME Group [ICE] Intercontinental Exchange [NDAQ] Nasdaq

[ICE, NDAQ, CME, CBOE] Exchange Operators: Fragmentation and New Points of Differentiation

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[ASHG] Ash Grove Cement, [MCEM] Monarch Cement, Quick Blurbs

[MCEM – Monarch Cement] Ash Grove Part Deux?

Posted on October 5, 2017October 6, 2017 by scuttleblurb

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[ASHG] Ash Grove Cement, [FAST] Fastenal, Quick Blurbs

[FAST – Fastenal] Notes from CFO Convo; [ASHG – Ash Grove] Constructive Cement Pricing, Stock Is Cheap

Posted on September 8, 2017September 28, 2017 by scuttleblurb

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[ASHG] Ash Grove Cement

[ASHG – Ash Grove Cement] Cheap Stock or Value Trap?

Posted on July 14, 2017September 10, 2017 by scuttleblurb

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