Podcast by scuttleblurb
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$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration
48:03
48:03
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48:03
$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration by scuttleblurbPar scuttleblurb
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fat tail investing, never selling, $fergy, $wso
40:17
40:17
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40:17
Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurbPar scuttleblurb
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[ADS] Alliance Data Systems
33:35
33:35
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33:35
https://www.scuttleblurb.com/ads2/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurbPar scuttleblurb
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https://www.scuttleblurb.com/zooplus/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurbPar scuttleblurb
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Episode 8 - GAIA: A Bridge Too Far
22:18
22:18
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https://www.scuttleblurb.com/gaia-interesting-company/https://ir.gaia.com/Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurbPar scuttleblurb
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Episode 7 Media With Andrew Walker Of Rangeley Capital
56:53
56:53
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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: @scuttleblurbPar scuttleblurb
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Ep 6 (equipment Rentals, Scuttleblurb)
32:58
32:58
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32:58
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…
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Ep 5 - Status, Standards, And Ratings With @BluegrassCap
1:02:50
1:02:50
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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: @scuttl…
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David Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenPar scuttleblurb
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CPRT Write-Up:https://www.scuttleblurb.com/cprt_kar/David Kimhttps://www.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementhttps://www.merionroadcapital.com/Twitter: @aaronjsallenPar scuttleblurb
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DWDP; RCKY; Metrics vs. Explanations
32:44
32:44
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32:44
David Kimhttps://www.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementhttps://www.merionroadcapital.com/Twitter: @aaronjsallenPar scuttleblurb
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Episode 1 (BXC, ZG, WIZZ, PRMW)
26:44
26:44
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26:44
David Kimscuttleblurb.comTwitter: @scuttleblurbAaron SallenMerion Road Capital Managementhttps://www.merionroadcapital.com/Twitter: @aaronjsallenPar scuttleblurb
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