Crypto – scuttleblurb

[IAC] IAC [MGM] MGM

IAC and MGM

September 19, 2022

There was a time, not too long ago, when an investor could treat IAC as [...]

[AHT] Ashtead [URI] United Rentals

[URI] United Rentals

August 29, 2022

I. United Rentals rents equipment that customers use to build and maintain commercial structures – [...]

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[TXN] Texas Instruments

[TXN] Texas Instruments

I. I was first introduced to Texas Instruments by my dearest high school friend: Only [...]

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[SPOT] Spotify [UMG] Universal Music [WMG] Warner Music

[UMG, WMG] record labels and the music industry: opportunities and challenges

I. Every few years, this graphic from the Recording Industry Association of America (RIAA), reproduced [...]

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[ODFL] Old Dominion

[ODFL] Old Dominion and less-than-truckload

Let’s say a parts supplier needs to get a full trailer of parts from its [...]

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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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