Industrials – scuttleblurb

[PANW] Palo Alto Networks

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

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[SIRI] SiriusXM [SPOT] Spotify

[Sirius/Pandora – SIRI; Spotify – SPOT] Long-term relevance, long-term dominance

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[ALGN] Align Technology

[ALGN – Align Technology] Process Advantages

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[OKTA] Okta Inc.

[OKTA – Okta] Owning Identity

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[CBOE] CBOE Global Markets [CME] CME Group [ICE] Intercontinental Exchange [NDAQ] Nasdaq

[ICE, NDAQ, CME, CBOE] Exchange Operators: Fragmentation and New Points of Differentiation

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[DWDP] DowDuPont

[DWDP – DowDuPont] Rack & Break; Part 2

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

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[DWDP] DowDuPont

[DWDP – DowDuPont] Rack & Break; Part 1

Posted on February 12, 2019February 13, 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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