GAIA – scuttleblurb

FAST URI Quick Blurbs

QUICK BLURBS [Ashtead, FAST, MSM, URI, ZN]

[ZN – Zion Oil and Gas] Heard about this stock on a podcast; I doubt[...]

ASHG

[ASHG] CHEAP STOCK OR VALUE TRAP?

“People always think more about how new ground can be broken than they think about[...]

SAMPLE POSTS AMZN

[AMZN] EXPLANATIONS MATTER

“Theories are nets cast to catch what we call ‘the world’: to rationalize, to explain,[...]

INTU

[INTU] KIND OF INTO IT

(4,382 words) It seems not too long ago, business arrangements between application providers were called partnerships….now[...]

SAMPLE POSTS VRSK

[VRSK] HIGH QUALITY CASH COW, LIMITED REINVESTMENT OPPORTUNITIES

(2,414 words) When evaluating the competitive advantage of a data-based analytics business, three important questions[...]

SAMPLE POSTS, GAIA

[GAIA] INTERESTING COMPANY, LESS INTERESTING PRICE

Posted on April 17, 2017July 18, 2017 by scuttleblurb

(3,476 words) The ~$100mn float may render this jockey bet too illiquid for some of you hedge fund MoUs. GAIA is a speculative enterprise with a questionable business moat run and 38%-owned by competent CEO/ascetic, Jirka Rysavy, who after spending years building and then paring away various businesses inside (as it is now called) GAIA, is […]

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