Cyclical – scuttleblurb

[ANGI] ANGI Homeservices [IAC] IAC

[IAC; ANGI] Yet another IAC write-up

January 14, 2021

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[FVRR] Fiverr Intl [UPWK] Upwork

[FVRR, UPWK] Freelance marketplaces

December 20, 2020

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[MKTX] MarketAxess [TW] Tradeweb Markets

[MKTX, TW] Market infrastructure: part 3

November 30, 2020

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Business updates SAMPLE POSTS

Business update (2020)

November 22, 2020

I recently did an interview with my friend @LibertyRPF. It will serve as a substitute for my [...]

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[MCO] Moody's Corp [SPGI] S&P Global

[SPGI, MCO] Market infrastructure: part 2

November 16, 2020

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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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[IAC; ANGI] Yet another IAC write-up

[FVRR, UPWK] Freelance marketplaces

[MKTX, TW] Market infrastructure: part 3

Business update (2020)

[SPGI, MCO] Market infrastructure: part 2

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