$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration
$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration
$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration by scuttleblurb
2 Jun 2021
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48mins
fat tail investing, never selling, $fergy, $wso
fat tail investing, never selling, $fergy, $wso
Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/... Read more
22 Aug 2020
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40mins
[ADS] Alliance Data Systems
[ADS] Alliance Data Systems
https://www.scuttleblurb.com/ads2/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter:... Read more
10 Dec 2019
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33mins
Ep 9: Chewy, Zooplus
Ep 9: Chewy, Zooplus
https://www.scuttleblurb.com/zooplus/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitt... Read more
4 Sep 2019
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23mins
Most Popular Podcasts
The Joe Rogan Experience
TED Talks Daily
The Tim Ferriss Show
The Daily
Stuff You Should Know
Oprah's SuperSoul Conversations
Armchair Expert with Dax Shepard
Episode 8 - GAIA: A Bridge Too Far
Episode 8 - GAIA: A Bridge Too Far
https://www.scuttleblurb.com/gaia-interesting-company/ https://ir.gaia.com/Aaron SallenMerion Road Capital Managementwww... Read more
14 Jun 2019
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22mins
Episode 7 Media With Andrew Walker Of Rangeley Capital
Episode 7 Media With Andrew Walker Of Rangeley Capital
In this episode, Aaron and I discuss media with Andrew Walker of Rangeley CapitalAndrew Walkeryetanothervalueblog.comTwi... Read more
8 May 2019
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56mins
Ep 6 (equipment Rentals, Scuttleblurb)
Ep 6 (equipment Rentals, Scuttleblurb)
In this episode, Aaron talks about starting a construction equipment rental marketplace (starting at 2:00) and I talk ab... Read more
4 Apr 2019
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32mins
Ep 5 - Status, Standards, And Ratings With @BluegrassCap
Ep 5 - Status, Standards, And Ratings With @BluegrassCap
Status as a Service by Eugene Weihttps://www.eugenewei.com/blog/2019/2/19/status-as-a-serviceThe Luxury Strategy by Jean... Read more
4 Mar 2019
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1hr 2mins
Episode 4 (CNNE, CDAY)
Episode 4 (CNNE, CDAY)
David Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/... Read more
15 Feb 2019
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32mins
Episode 3 (CPRT, KAR/IAA)
Episode 3 (CPRT, KAR/IAA)
CPRT Write-Up:https://www.scuttleblurb.com/cprt_kar/David Kimhttps://www.scuttleblurb.com/Twitter: @scuttleblurbAaron Sa... Read more
10 Jan 2019
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28mins
