scuttleblurb
scuttleblurb
Podcast by scuttleblurb
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Épisodes
[ALGN] Invisalign: Still the Clear Choice? 06.09.2025 6:28
Classic https://www.scuttleblurb.com/ Substack https://scuttleblurb.substack.com/
[GPN] Global Payments (preview) 17.08.2025 6:20
Classic: https://www.scuttleblurb.com/ Substack: https://scuttleblurb.substack.com/
[SES.TO] From Wellhead to Landfill: How SECURE Built a Duopoly in Oilfield Waste 27.07.2025 5:39
Classic: https://www.scuttleblurb.com/ Substack: https://scuttleblurb.substack.com/
Dayforce and Workday 14.07.2025 9:59
Classic: https://www.scuttleblurb.com/ Substack: https://scuttleblurb.substack.com/
A tour through HR and payroll processing software: part 2a (Rippling, Deel, UKG) 18.06.2025 6:38
Classic: https://www.scuttleblurb.com/hcm2a/ Substack: https://scuttleblurb.substack.com/p/hcm2a
A tour through HR and payroll processing software part 1 (Paycor, PAYC, PCTY) 27.05.2025 8:12
Classic https://www.scuttleblurb.com/hcm_part1/ Substack https://scuttleblurb.substack.com/p/hcm-p1
Cadence, Synopsys, and the Future of Chip Design 28.04.2025 6:28
Classic: https://www.scuttleblurb.com/cdns_snps2/ Substack: https://scuttleblurb.substack.com/p/cdns-snps2
[MRVI] Maravai Lifesciences 27.01.2025 7:20
Classic https://www.scuttleblurb.com/mrvi/ Substack https://scuttleblurb.substack.com/p/mrvi-maravai-lifesciences
[SNA – Snap-On] when brand meets distribution 12.12.2024 7:06
Classic https://www.scuttleblurb.com/sna/ Substack https://scuttleblurb.substack.com/p/sna-snap-on-when-brand-meets-distribution
what did Warren Buffett see in Simpson Manufacturing? 25.11.2024 5:42
Classic: https://www.scuttleblurb.com/ssd/ Substack: https://scuttleblurb.substack.com/p/ssd
Building materials: part 2a (LPX, JHX) 05.08.2024 7:51
Classic: https://www.scuttleblurb.com/building-materials-part-2a-lpx-jhx/ Substack: https://scuttleblurb.substack.com/p/building-materials-part-2a-lpx-jhx
$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration 02.06.2021 48:03
$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration by scuttleblurb
fat tail investing, never selling, $fergy, $wso 22.08.2020 40:17
Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb
[ADS] Alliance Data Systems 10.12.2019 33:35
https://www.scuttleblurb.com/ads2/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb
Ep 9: Chewy, Zooplus 04.09.2019 23:55
https://www.scuttleblurb.com/zooplus/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb
Episode 8 - GAIA: A Bridge Too Far 14.06.2019 22:18
https://www.scuttleblurb.com/gaia-interesting-company/https://ir.gaia.com/Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb
Episode 7 Media With Andrew Walker Of Rangeley Capital 08.05.2019 56:53
In this episode, Aaron and I discuss media with Andrew Walker of Rangeley CapitalAndrew Walkeryetanothervalueblog.comTwitter: @AndrewRangeleyAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb
Ep 6 (equipment Rentals, Scuttleblurb) 04.04.2019 32:57
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 Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallen
Ep 5 - Status, Standards, And Ratings With @BluegrassCap 04.03.2019 1:02:50
Status as a Service by Eugene Weihttps://www.eugenewei.com/blog/2019/2/19/status-as-a-serviceThe Luxury Strategy by Jean-Noel Kapfererhttps://www.amazon.com/Luxury-Strategy-Break-Marketing-Brands/dp/0749464917scuttleblurb post on Moody'shttps://www.scuttleblurb.com/mco/BluegrassCapTwitter: @BluegrassCapDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managem...
Episode 4 (CNNE, CDAY) 15.02.2019 32:31
David Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallen
Episode 3 (CPRT, KAR/IAA) 10.01.2019 28:39
CPRT Write-Up:https://www.scuttleblurb.com/cprt_kar/David Kimhttps://www.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementhttps://www.merionroadcapital.com/Twitter: @aaronjsallen
DWDP; RCKY; Metrics vs. Explanations 10.12.2018 32:43
David Kimhttps://www.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementhttps://www.merionroadcapital.com/Twitter: @aaronjsallen
Episode 1 (BXC, ZG, WIZZ, PRMW) 15.11.2018 26:44
David Kimscuttleblurb.comTwitter: @scuttleblurbAaron SallenMerion Road Capital Managementhttps://www.merionroadcapital.com/Twitter: @aaronjsallen
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