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 […]
Category Archives: [SDC] Smile Direct Club
scuttlebits
[scuttlebit] thoughts on ASML
September 15, 2025
What are scuttlebits? I recently read Focus: The ASML Way by Marc Hijink, a book [...]
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Continue reading →[ALGN] Align Technology
[ALGN] Invisalign: Still the Clear Choice?
September 8, 2025
MBI and I recorded an episode of Never Sell recently (Global Payments, AI and Software, OpenAI and Anthropic [...]
Continue reading →SAMPLE POSTS
Introducing: scuttlebits!
September 3, 2025
Hi Everyone, After eight years of writing this blog, I’ve come to realize that habitual [...]
Continue reading →[GPN] Global Payments
Is Global Payments the next Adyen?
August 18, 2025
(no, but that doesn’t mean it can’t be a good stock) AI-generated podcast conversation: Spotify, Apple AI-generated [...]
Continue reading →[SES.TO] SECURE Waste Management
[SES.TO] From Wellhead to Landfill: How SECURE Built a Duopoly in Oilfield Waste
July 28, 2025
AI-generated podcast conversation: Spotify, Apple, RSS AI-generated summary: The text examines the lifecycle of oil [...]
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