Scale economies – scuttleblurb

[CACC] Credit Acceptance Corp

[CACC – Credit Acceptance Corp] Value in subprime auto

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[CDNS] Cadence [SNPS] Synopsys

[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry and competitive positioning therein

February 28, 2020

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[AMT] American Tower [CCI] Crown Castle

[AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns

February 13, 2020

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[MELI] MercadoLibre

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3

January 28, 2020

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[SHOP] Shopify [WIX] Wix.com

[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology

January 13, 2020

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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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