Real Estate – 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

July 30, 2020

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[RDFN] Redfin

[RDFN – Redfin] Business Model Analysis and Growth Constraints

Posted on October 30, 2018December 7, 2018 by scuttleblurb

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[CMPR] Cimpress NV

[CMPR – Cimpress NV] Scale Economies and Hard Realities, Pt. 3

Posted on February 16, 2018February 21, 2018 by scuttleblurb

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[RP] RealPage

[RP – RealPage] Software Bundle, Not a Platform

Posted on February 16, 2018February 16, 2018 by scuttleblurb

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[CWN LN] Countrywide plc, [FSV] FirstService

[FSV – FirstService; CWD LN – Countrywide plc] Scale Economies and Hard Realities: Part 1

Posted on December 11, 2017January 7, 2019 by scuttleblurb

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[EQC] Equity Commonwealth, [OAK] Oaktree, [PPG] PPG Industries, [UAL] United Continental, Quick Blurbs

Quick Blurbs [Equity Commonwealth, Oaktree, PPG Industries, United Continental]

Posted on August 1, 2017August 4, 2017 by scuttleblurb

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

Thoughts on Watsco and some businesses like it

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

[CVNA – Carvana] Fat tail investing

Simulation, CAD, and PLM: Part 1

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