Housing – scuttleblurb

[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 1: Industry context and competitive advantages

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[TTD] The Trade Desk

[TTD – The Trade Desk] A gorilla in ad tech?

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[TDG] TransDigm

[TDG – TransDigm] Niches get riches

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[EVBG] Everbridge

[EVBG – Everbridge] The ERP of Enterprise Safety

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[PANW] Palo Alto Networks

[PANW – Palo Alto Networks] Thoughts on cybersecurity and stock-based compensation

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[ELLI] Ellie Mae

[ELLI – Ellie Mae] Market Opportunity, Competitive Threats, and Profitability

Posted on December 28, 2018December 28, 2018 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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[GNRC] Generac

[GNRC – Generac] Value Come, Value Go

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

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[LEN] Lennar

[LEN – Lennar] Valuation Update

Posted on March 28, 2017September 10, 2017 by scuttleblurb

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