Oligopoly – scuttleblurb

[EVBG] Everbridge

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

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

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[CHWY] Chewy [ZP1] Zooplus

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[VEEV] Veeva Systems

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[BOX] Box [DBX] Dropbox

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[DOOR – Masonite Intl] Reasonable Valuation, So-So Moat

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