Oligopoly – scuttleblurb

[EFX] Equifax

[EFX – Equifax] Investment Implications of Breach Fiasco

September 18, 2017

When an apparently moaty company eagerly renders itself the object of public opprobrium, my greed[...]

Podcast Blurbs

Podcast Blurbs [Chinese internet, Consciousness, Passive investing]

September 18, 2017

Planet Money, Ep. #647 (Hard Work Is Irrelevant) “To get a job [at Netflix] and[...]

[CB] Chubb Ltd.

[CB – Chubb Ltd] A Port in the Storm

September 13, 2017

[Re: Harvey/Irma disaster relief efforts, here are three charities that have been given top marks[...]

[SNA] Snap-On Podcast Blurbs

Podcast Blurbs [Snap-On short, Amazon black hole, Illusory self, LP incentives]

September 13, 2017

Invest Like the Best, Ep. 53 (Meb Faber – Factors, Dividends, and Angel Investing) Meb[...]

[FAST] Fastenal Quick Blurbs

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

September 8, 2017

[FAST – Fastenal] Fastenal’s dense branch network affords scale advantages in distribution and service relative to[...]

[DOOR] Masonite Intl

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

Posted on August 16, 2017September 10, 2017 by scuttleblurb

[DOOR – Masonite Intl] This stock got smoked last week post-earnings. DOOR is now back to where it was at the start of 2014, when the company was generating less than half the pre-tax cash profits it does today. If you’re unfamiliar, Masonite and Jen-Weld (JELD) are vertically integrated duopolists in the US residential interior door manufacturing […]

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[ESRX] Express Scripts

[ESRX – Express Scripts] Post-ANTM Thoughts

Posted on May 2, 2017September 10, 2017 by scuttleblurb

(2,410 words) [ESRX] After more than a year of acrimonious public squabbling, it appears ANTM will be terminating its relationship with ESRX: The Company’s current long-term PBM contract with Anthem expires on December 31, 2019, and Anthem is currently engaged in a Request for Proposal (RFP) process for a PBM service provider following the end of its […]