[UHAL] AMERCO – scuttleblurb

[FDS] FactSet [LSE] London Stock Exchange Group

[FDS, LSE/Refinitiv] Financial market infrastructure – analysis and overview: Part 1

October 31, 2020

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[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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[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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[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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[UHAL] AMERCO

[UHAL – Amerco] Thoughts on Cyclicality

Posted on February 27, 2017September 10, 2017 by scuttleblurb

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