[CVNA] Carvana, [KMX] CarMax [KMX – CarMax; CVNA – Carvana] Moat, Growth, and Competition Posted on March 30, 2018August 8, 2020 by scuttleblurb To access this post, you must purchase Scuttleblurb. Continue reading →
[CMPR] Cimpress NV [CMPR – Cimpress NV] Scale Economies and Hard Realities, Pt. 3 Posted on February 16, 2018February 21, 2018 by scuttleblurb To access this post, you must purchase Scuttleblurb. Continue reading →
[ROL] Rollins, [SERV] ServiceMaster [SERV – ServiceMaster; ROL – Rollins] Scale Economies and Hard Realities: Part 2 Posted on January 5, 2018May 26, 2019 by scuttleblurb To access this post, you must purchase Scuttleblurb. Continue reading →