scuttleblurb

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

Jun 2, 2021

48 min

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

Aug 22, 2020

40 min

[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

Dec 10, 2019

33 min

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

Sep 4, 2019

23 min

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

Jun 14, 2019

22 min

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

May 8, 2019

56 min

Ep 6 (equipment Rentals, Scuttleblurb)

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 Kim www.scuttleblurb.com/ Twitter: @scuttleblurb Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen

Apr 4, 2019

32 min

Ep 5 - Status, Standards, And Ratings With @BluegrassCap

Status as a Service by Eugene Wei https://www.eugenewei.com/blog/2019/2/19/status-as-a-service The Luxury Strategy by Jean-Noel Kapferer https://www.amazon.com/Luxury-Strategy-Break-Marketing-Brands/dp/0749464917 scuttleblurb post on Moody's https://www.scuttleblurb.com/mco/ BluegrassCap Twitter: @BluegrassCap David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen

Mar 4, 2019

1 hr 2 min

Episode 4 (CNNE, CDAY)

David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen

Feb 15, 2019

32 min

Episode 3 (CPRT, KAR/IAA)

CPRT Write-Up: https://www.scuttleblurb.com/cprt_kar/ David Kim https://www.scuttleblurb.com/ Twitter: @scuttleblurb Aaron Sallen Merion Road Capital Management https://www.merionroadcapital.com/ Twitter: @aaronjsallen

Jan 10, 2019

28 min