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
[EFX] Equifax [EXPN] Experian [FICO] Fair Isaac [TRU] TransUnion
Consumer credit bureaus and FICO
November 29, 2023
Each of the 3 major US consumer credit bureaus (CCBs) – Equifax, Experian, and Transunion [...]
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Continue reading →[UHAL] U-Haul
[UHAL] U-Haul
November 8, 2023
U-Haul is a weird company. It rents moving equipment and self-storage space but also sells [...]
Continue reading →[DLTR] Dollar Tree
[DLTR] Dollar Tree
October 23, 2023
(this should be read as a companion piece to the Dollar General post from a [...]
Continue reading →[DG] Dollar General
yet another Dollar General take
October 9, 2023
In Scottsville, Kentucky at the dawn of World War 2 the market for “selling the [...]
Continue reading →[ADYEN] Adyen N.V.
some thoughts on Adyen
September 20, 2023
Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting [...]
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