Industrials – scuttleblurb

[CHR.CO] Chr. Hansen [NZYM] Novozymes

[Chr. Hansen, Novozymes] All the small things (plus some quick thoughts on The Trade Desk)

October 14, 2020

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[POOL] Pool Corp. [SITE] SiteOne [WSO] Watsco

Thoughts on Watsco and some businesses like it

September 23, 2020

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[ADSK] Autodesk [DSY:EN] Dassault Systemes [PTC] PTC Inc.

[ADSK, Dassault, PTC] Simulation, CAD, and PLM: Part 2

September 1, 2020

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[CVNA] Carvana

[CVNA – Carvana] Fat tail investing

August 13, 2020

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[ALTR] Altair Engineering [ANSS] Ansys

Simulation, CAD, and PLM: Part 1

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[DWDP] DowDuPont

[DWDP – DowDuPont] Rack & Break; Part 2

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

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[DWDP] DowDuPont

[DWDP – DowDuPont] Rack & Break; Part 1

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

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[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

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[GBX] Greenbrier

[GBX – Greenbrier] Valuation Update

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

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