CF – scuttleblurb

[CACC] Credit Acceptance Corp

[CACC – Credit Acceptance Corp] Value in subprime auto

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[CDNS] Cadence [SNPS] Synopsys

[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry and competitive positioning therein

February 28, 2020

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[AMT] American Tower [CCI] Crown Castle

[AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns

February 13, 2020

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[MELI] MercadoLibre

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3

January 28, 2020

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[SHOP] Shopify [WIX] Wix.com

[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology

January 13, 2020

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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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[MRC] MRC Global

[MRC – MRC Global, CF – CF Industries] Closer to Entry

Posted on March 10, 2017August 17, 2017 by scuttleblurb

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[CF] CF Industries

[CF – CF Industries] Global N Fertilizer Supply But Pricing Recovery Priced In

Posted on February 13, 2017August 4, 2017 by scuttleblurb

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