Housing – scuttleblurb

[EVBG] Everbridge

[EVBG – Everbridge] the COVID stock that wasn’t

June 15, 2021

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SAMPLE POSTS [ALGN] Align Technology [SDC] Smile Direct Club

[ALGN – Align Tech, SDC – Smile Direct Club] Brand, scale economies, and vertical integration

June 2, 2021

Below is a transcript of a podcast I recently recorded. It has been lightly edited [...]

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[CHWY] Chewy [ZP1] Zooplus

Chewy and Zooplus

May 25, 2021

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[VEEV] Veeva Systems

[VEEV – Veeva Systems] Beyond CRM

May 12, 2021

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[BOX] Box [DBX] Dropbox

[BOX – Box; DBX – Dropbox] Opportunities and competitive challenges

April 26, 2021

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[ELLI] Ellie Mae

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

Posted on December 28, 2018August 6, 2019 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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[EVBG – Everbridge] the COVID stock that wasn’t

[ALGN – Align Tech, SDC – Smile Direct Club] Brand, scale economies, and vertical integration

Chewy and Zooplus

[VEEV – Veeva Systems] Beyond CRM

[BOX – Box; DBX – Dropbox] Opportunities and competitive challenges

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