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$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration
Episodio en scuttleblurb
$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration by scuttleblurb
48:03
fat tail investing, never selling, $fergy, $wso
Episodio en scuttleblurb
Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb
40:17
[ADS] Alliance Data Systems
Episodio en scuttleblurb
https://www.scuttleblurb.com/ads2/ (paywall) Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb
33:35
Ep 9: Chewy, Zooplus
Episodio en scuttleblurb
https://www.scuttleblurb.com/zooplus/ (paywall) Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb
23:55
Episode 8 - GAIA: A Bridge Too Far
Episodio en scuttleblurb
https://www.scuttleblurb.com/gaia-interesting-company/ https://ir.gaia.com/ Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb
22:18
Episode 7 Media With Andrew Walker Of Rangeley Capital
Episodio en scuttleblurb
In this episode, Aaron and I discuss media with Andrew Walker of Rangeley Capital Andrew Walker yetanothervalueblog.com Twitter: @AndrewRangeley Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb
56:53
Ep 6 (equipment Rentals, Scuttleblurb)
Episodio en scuttleblurb
In this episode, Aaron talks about starting a construction equipment rental marketplace (starting at 2:00) and I talk about getting scuttleblurb off the ground (starting at 20:00) David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen
32:57
Ep 5 - Status, Standards, And Ratings With @BluegrassCap
Episodio en scuttleblurb
Status as a Service by Eugene Wei https://www.eugenewei.com/blog/2019/2/19/status-as-a-service The Luxury Strategy by Jean-Noel Kapferer https://www.amazon.com/Luxury-Strategy-Break-Marketing-Brands/dp/0749464917 scuttleblurb post on Moody's https://www.scuttleblurb.com/mco/ BluegrassCap Twitter: @BluegrassCap David Kim www.scuttleblurb.com/ Twitter: @Compoundinsight Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen
01:02:50
Episode 4 (CNNE, CDAY)
Episodio en scuttleblurb
David Kim www.scuttleblurb.com/ Twitter: @Compoundinsight Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen
32:31
Episode 3 (RT, KAR/IAA)
Episodio en scuttleblurb
RT Write-Up: https://www.scuttleblurb.com/rt_kar/ David Kim https://www.scuttleblurb.com/ Twitter: @Compoundinsight Aaron Sallen Merion Road Capital Management https://www.merionroadcapital.com/ Twitter: @aaronjsallen
28:39
DWDP; RCKY; Metrics vs. Explanations
Episodio en scuttleblurb
David Kim https://www.scuttleblurb.com/ Twitter: @Compoundinsight Aaron Sallen Merion Road Capital Management https://www.merionroadcapital.com/ Twitter: @aaronjsallen
32:43
26:44
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