Quick Blurbs – scuttleblurb

[CHR.CO] Chr. Hansen [NZYM] Novozymes

[Chr. Hansen, Novozymes] All the small things (plus some quick thoughts on The Trade Desk)

October 14, 2020

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[POOL] Pool Corp. [SITE] SiteOne [WSO] Watsco

Thoughts on Watsco and some businesses like it

September 23, 2020

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[ADSK] Autodesk [DSY:EN] Dassault Systemes [PTC] PTC Inc.

[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

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[EQIX] Equinix, [INXN] Interxion Holdings, [RYAAY] Ryanair, [UHAL] AMERCO, Quick Blurbs

Quick Blurbs [Ryanair, Equinix, Interxion, Amerco]

Posted on March 16, 2018October 17, 2018 by scuttleblurb

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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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[PYPL] Paypal, Quick Blurbs

Quick Blurbs [MSCI, Paypal, S&P Global]

Posted on August 24, 2017September 10, 2017 by scuttleblurb

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[SAP] SAP SE, Quick Blurbs

Quick Blurbs [SAP, Tripadvisor]

Posted on August 16, 2017December 5, 2017 by scuttleblurb

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[EQC] Equity Commonwealth, [OAK] Oaktree, [PPG] PPG Industries, [UAL] United Continental, Quick Blurbs

Quick Blurbs [Equity Commonwealth, Oaktree, PPG Industries, United Continental]

Posted on August 1, 2017August 4, 2017 by scuttleblurb

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[AHT] Ashtead, [FAST] Fastenal, [URI] United Rentals, Quick Blurbs

Quick Blurbs [Ashtead, Fastenal, MSC Industrial, United Rentals, Zion Oil & Gas]

Posted on July 24, 2017September 10, 2017 by scuttleblurb

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[CF] CF Industries, [SIG] Signet Jewelers, [UHAL] AMERCO, Quick Blurbs

Quick Blurbs [CF Industries, Signet Jewelers, Amerco]

Posted on May 31, 2017March 6, 2018 by scuttleblurb

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