12 episodes
scuttleblurb scuttleblurb
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- Business
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5.0 • 2 Ratings
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Podcast by scuttleblurb
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$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration
$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration by scuttleblurb
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fat tail investing, never selling, $fergy, $wso
Aaron Sallen
Merion Road Capital Management
www.merionroadcapital.com/
Twitter: @aaronjsallen
David Kim
www.scuttleblurb.com/
Twitter: @scuttleblurb -
[ADS] Alliance Data Systems
https://www.scuttleblurb.com/ads2/ (paywall)
Aaron Sallen
Merion Road Capital Management
www.merionroadcapital.com/
Twitter: @aaronjsallen
David Kim
www.scuttleblurb.com/
Twitter: @scuttleblurb -
Ep 9: Chewy, Zooplus
https://www.scuttleblurb.com/zooplus/ (paywall)
Aaron Sallen
Merion Road Capital Management
www.merionroadcapital.com/
Twitter: @aaronjsallen
David Kim
www.scuttleblurb.com/
Twitter: @scuttleblurb -
Episode 8 - GAIA: A Bridge Too Far
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 -
Episode 7 Media With Andrew Walker Of Rangeley Capital
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
Customer Reviews
Excellent
Only compliant is that they don’t do more episodes