Industrials – scuttleblurb

[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 3: The short heard round the world

August 19, 2019

To access this post, you must purchase Scuttleblurb. [...]

[RR/LN] Rolls-Royce

[RR/LN – Rolls-Royce] Entry barriers, learning curves, and the hazards of complexity

To access this post, you must purchase Scuttleblurb. [...]

[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 2: Investment returns and valuation

To access this post, you must purchase Scuttleblurb. [...]

[BUR] Burford Capital

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

To access this post, you must purchase Scuttleblurb. [...]

[TTD] The Trade Desk

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

To access this post, you must purchase Scuttleblurb. [...]

[DWDP] DowDuPont

[DWDP – DowDuPont] Rack & Break; Part 2

Posted on February 12, 2019August 6, 2019 by scuttleblurb

To access this post, you must purchase Scuttleblurb.

Continue reading →

[DWDP] DowDuPont

[DWDP – DowDuPont] Rack & Break; Part 1

Posted on February 12, 2019August 6, 2019 by scuttleblurb

To access this post, you must purchase Scuttleblurb.

Continue reading →

[ASHG] Ash Grove Cement, [FAST] Fastenal, Quick Blurbs

[FAST – Fastenal] Notes from CFO Convo; [ASHG – Ash Grove] Constructive Cement Pricing, Stock Is Cheap

Posted on September 8, 2017September 28, 2017 by scuttleblurb

To access this post, you must purchase Scuttleblurb.

Continue reading →

[GBX] Greenbrier

[GBX – Greenbrier] Valuation Update

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

To access this post, you must purchase Scuttleblurb.

Continue reading →