Scale economies – scuttleblurb

[BUR] Burford Capital

[BUR/LN – Burford Capital] Part 1: Industry context and competitive advantages

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[TTD] The Trade Desk

[TTD – The Trade Desk] A gorilla in ad tech?

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[TDG] TransDigm

[TDG – TransDigm] Niches get riches

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[EVBG] Everbridge

[EVBG – Everbridge] The ERP of Enterprise Safety

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[PANW] Palo Alto Networks

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

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[CVNA] Carvana, [KMX] CarMax

[KMX – CarMax; CVNA – Carvana] Moat, Growth, and Competition

Posted on March 30, 2018May 14, 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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[ROL] Rollins, [SERV] ServiceMaster

[SERV – ServiceMaster; ROL – Rollins] Scale Economies and Hard Realities: Part 2

Posted on January 5, 2018May 26, 2019 by scuttleblurb

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