Cyclical – scuttleblurb

[TWLO] Twilio

September 17, 2021

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[FISV] Fiserv [GWRE] Guidewire Software

Some thoughts on Fiserv / First Data (FISV) and Guidewire (GWRE)

August 31, 2021

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[IQV] IQVIA [WIZZ] Wizz Air

IQVIA [IQV] + quick Wizz Air update

August 13, 2021

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[NVDA] Nvidia

Nvidia (NVDA): Part 2 of 2

July 28, 2021

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[NVDA] Nvidia

Nvidia (NVDA): Part 1 of 2

July 12, 2021

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[GBX] Greenbrier

[GBX – Greenbrier] Valuation Update

Posted on August 24, 2017September 10, 2017 by scuttleblurb

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[DOOR] Masonite Intl

[DOOR – Masonite Intl] Reasonable Valuation, So-So Moat

Posted on August 16, 2017September 10, 2017 by scuttleblurb

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[AHT] Ashtead, [FAST] Fastenal, [URI] United Rentals, Quick Blurbs

Quick Blurbs [Ashtead, Fastenal, MSC Industrial, United Rentals, Zion Oil & Gas]

Posted on July 24, 2017September 10, 2017 by scuttleblurb

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[CBRE] CBRE Group

[CBG – CBRE Group] Expensive on Normalized Earnings

Posted on May 23, 2017April 14, 2018 by scuttleblurb

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[GNRC] Generac

[GNRC – Generac] Value Come, Value Go

Posted on May 23, 2017April 28, 2019 by scuttleblurb

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[TWLO] Twilio

Some thoughts on Fiserv / First Data (FISV) and Guidewire (GWRE)

IQVIA [IQV] + quick Wizz Air update

Nvidia (NVDA): Part 2 of 2

Nvidia (NVDA): Part 1 of 2

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