scuttleblurb – Page 3 – A Value Investing Blog

[EVBG] Everbridge

[EVBG – Everbridge] the COVID stock that wasn’t

June 15, 2021

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SAMPLE POSTS [ALGN] Align Technology [SDC] Smile Direct Club

[ALGN – Align Tech, SDC – Smile Direct Club] Brand, scale economies, and vertical integration

June 2, 2021

Below is a transcript of a podcast I recently recorded. It has been lightly edited [...]

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[CHWY] Chewy [ZP1] Zooplus

Chewy and Zooplus

May 25, 2021

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[VEEV] Veeva Systems

[VEEV – Veeva Systems] Beyond CRM

May 12, 2021

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[BOX] Box [DBX] Dropbox

[BOX – Box; DBX – Dropbox] Opportunities and competitive challenges

April 26, 2021

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[FDS] FactSet, [LSE] London Stock Exchange Group

[FDS, LSE/Refinitiv] Market infrastructure: part 1

Posted on October 31, 2020November 16, 2020 by scuttleblurb

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[CHR.CO] Chr. Hansen, [NZYM] Novozymes, [TTD] The Trade Desk

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

Posted on October 14, 2020May 10, 2021 by scuttleblurb

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

Thoughts on Watsco and some businesses like it

Posted on September 23, 2020September 26, 2020 by scuttleblurb

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

[ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2

Posted on September 1, 2020June 9, 2021 by scuttleblurb

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[CVNA] Carvana

[CVNA – Carvana] Fat tail investing

Posted on August 13, 2020January 6, 2021 by scuttleblurb

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[ALTR] Altair Engineering, [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

Posted on July 30, 2020August 12, 2020 by scuttleblurb

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[Z] Zillow

[Z – Zillow Group] On lead gen and iBuying

Posted on July 15, 2020October 24, 2020 by scuttleblurb

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[ADM.L] Admiral Group

[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models

Posted on June 29, 2020April 15, 2021 by scuttleblurb

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[EVBG – Everbridge] the COVID stock that wasn’t

[ALGN – Align Tech, SDC – Smile Direct Club] Brand, scale economies, and vertical integration

Chewy and Zooplus

[VEEV – Veeva Systems] Beyond CRM

[BOX – Box; DBX – Dropbox] Opportunities and competitive challenges

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