Episodes

[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