Crypto – scuttleblurb

[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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[ALTR] Altair Engineering [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

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Podcast Blurbs

Blurbs [Independence v. Diversity, S-Curves, Freedom from vs. freedom to]

Posted on July 2, 2018July 2, 2018 by scuttleblurb

Capital Allocators with Ted Seides, Ep. #32 (Paul Johnson and Paul Sonkin – The Perfect Investment) “Fama says that an efficient stock is one where the market incorporates all available information. So, there are 3 major parts of that: the information has to be properly disseminated and the second is that it has to be […]

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