Cyclical – scuttleblurb

[FLT] FleetCor [WEX] WEX Inc.

[FLT – FleetCor; WEX – WEX Inc.] Beyond Fuel: Part 1

March 31, 2021

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[SPGI] S&P Global

Thoughts on the S&P Global / IHS Markit merger

March 15, 2021

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[TWTR] Twitter

February 25, 2021

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[SNOW] Snowflake

[SNOW] Modern data systems: part 2

February 8, 2021

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[MDB] MongoDB

[MDB] Modern data systems: part 1

February 8, 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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[FLT – FleetCor; WEX – WEX Inc.] Beyond Fuel: Part 1

Thoughts on the S&P Global / IHS Markit merger

[TWTR] Twitter

[SNOW] Modern data systems: part 2

[MDB] Modern data systems: part 1

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