$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration by scuttleblurb
Jun 2, 2021
48 min
Aaron Sallen
Merion Road Capital Management
www.merionroadcapital.com/
Twitter: @aaronjsallen
David Kim
www.scuttleblurb.com/
Twitter: @scuttleblurb
Aug 22, 2020
40 min
https://www.scuttleblurb.com/ads2/ (paywall)
Aaron Sallen
Merion Road Capital Management
www.merionroadcapital.com/
Twitter: @aaronjsallen
David Kim
www.scuttleblurb.com/
Twitter: @scuttleblurb
Dec 10, 2019
33 min
https://www.scuttleblurb.com/zooplus/ (paywall)
Aaron Sallen
Merion Road Capital Management
www.merionroadcapital.com/
Twitter: @aaronjsallen
David Kim
www.scuttleblurb.com/
Twitter: @scuttleblurb
Sep 4, 2019
23 min
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
Jun 14, 2019
22 min