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scuttleblurbscuttleblurb[SES.TO] From Wellhead to Landfill: How SECURE Built a Duopoly in Oilfield WasteClassic:https://www.scuttleblurb.com/Substack:https://scuttleblurb.substack.com/2025-07-2705 minscuttleblurbscuttleblurbDayforce and WorkdayClassic:https://www.scuttleblurb.com/Substack:https://scuttleblurb.substack.com/2025-07-1409 minscuttleblurbscuttleblurbA tour through HR and payroll processing software: part 2a (Rippling, Deel, UKG)Classic:https://www.scuttleblurb.com/hcm2a/Substack:https://scuttleblurb.substack.com/p/hcm2a2025-06-1806 minscuttleblurbscuttleblurbA tour through HR and payroll processing software part 1 (Paycor, PAYC, PCTY)Classichttps://www.scuttleblurb.com/hcm_part1/Substackhttps://scuttleblurb.substack.com/p/hcm-p12025-05-2708 minscuttleblurbscuttleblurbCadence, Synopsys, and the Future of Chip DesignClassic: https://www.scuttleblurb.com/cdns_snps2/Substack:https://scuttleblurb.substack.com/p/cdns-snps22025-04-2806 minscuttleblurbscuttleblurb[MRVI] Maravai LifesciencesClassichttps://www.scuttleblurb.com/mrvi/Substackhttps://scuttleblurb.substack.com/p/mrvi-maravai-lifesciences2025-01-2707 minLiberty\'s HighlightsLiberty's HighlightsInterview with David Kim a.k.a. Scuttleblurb (2025) 📈📉📊💰💸One of my very favorite annual traditions is conducting this interview with my friend David Kim, aka Scuttleblurb (🕵📝).His investment research journal/company deep dives/business explorations were a key inspiration for this 🚢 steamboat. While the format is different, I hope there are similarities in the spirit. And I know that he has influenced and inspired many others — especially the good ones!In our conversation this year — the fifth one! — we explore the State of Scuttleblurb 📊, his analyses of key industries and companies from the past year 🏭, and our perspective on the market looking back at 2024 and heading i...2025-01-1738 minscuttleblurbscuttleblurb[SNA – Snap-On] when brand meets distributionClassichttps://www.scuttleblurb.com/sna/Substackhttps://scuttleblurb.substack.com/p/sna-snap-on-when-brand-meets-distribution2024-12-1207 minscuttleblurbscuttleblurbwhat did Warren Buffett see in Simpson Manufacturing?Classic:https://www.scuttleblurb.com/ssd/Substack:https://scuttleblurb.substack.com/p/ssd2024-11-2505 minscuttleblurbscuttleblurbBuilding materials: part 2a (LPX, JHX)Classic:https://www.scuttleblurb.com/building-materials-part-2a-lpx-jhx/Substack:https://scuttleblurb.substack.com/p/building-materials-part-2a-lpx-jhx2024-08-0507 minLiberty\'s HighlightsLiberty's HighlightsThe Last of Us: Going Deep on HBO's Amazing Show with Matt Reustle and Tinkered Thinking 🍄🚨 SPOILERS SPOILERS SPOILERS 🚨 If you haven’t seen the show, bookmark this and come back after you’ve seen it. It’s a show worth seeing without spoilers!I’m very pleased that my friends Matt Reustle (🎧🎙️) and Tinkered Thinking (✍️📚) joined me to discuss what may very well turn out to be my favorite TV shows of the year.Above is one of my fave shots. I’m mad that I forgot to mention it in the podcast!Context: Joel wakes up in a panic because he fell asleep during his night watch. He turns around an...2023-04-111h 34Liberty\'s HighlightsLiberty's HighlightsBig Tech Compensation: Going Deep with MBIWhat could be more exciting than carefully reading through Big Tech proxy statements to look at management incentives, comparing them across companies to see what’s similar and different, what we like and don’t like, and how they rank from best to worst..?If this is not your bag, you’re in luck! MBI did this work for you and shared his findings in a post.But that’s just a starting point: In today’s episode, we go deep into Big Tech compensation, and MBI shares additional thoughts and analysis based on feedback he receive...2023-02-0753 minLiberty\'s HighlightsLiberty's HighlightsInterview with David Kim a.k.a. Scuttleblurb (2023 Edition: Exploration as a Service)David Kim is the author of Scuttleblurb (now also on Substack! More on that new development in the podcast).This is the third time I have interviewed David — he’s that interesting! For more context, you can find the previous two interviews linked below.In this one, David shares his journey as an investor, talks about how Scuttleblurb started and how it’s doing these days, and who inspired him to get started (if Scuttleblurb is the grand-daddy of a lot of current ‘deep dive’ newsletters, who’s the great-grand-daddy?).It’s a two-way conver...2023-01-2657 minBusiness BreakdownsBusiness BreakdownsThe Home Depot: The Pro Builder’s ChoiceThis is Matt Reustle and today we are breaking down the home improvement giant, The Home Depot. In the US, The Home Depot is a key ingredient to a nice little Saturday but beyond the power tools and building supplies is an excellent story of business execution. Why has Home Depot been such a strong performer following a housing crash in the e-commerce revolution? I’m joined by Sean Stannard-Stockton of Ensemble Capital to break that down. We cover how Home Depot transitioned their approach to business, from customer focus to capital allocation, and while Home Depot has reported st...2022-11-0256 minLiberty\'s HighlightsLiberty's HighlightsGoing deep on Payments with Mostly Borrowed Ideas (MBI): Adyen, PayPal, Stripe, Square, Amazon, Apple Pay, Google Pay, Visa, Mastercard!🎧 Listen on SpotifyIf you prefer to listen on Spotify, here’s the feed:* Liberty’s Highlights podcast feed on Spotify🎧 Listen on Apple PodcastsHere’s the podcast feed on Apple Podcasts:* Liberty’s Highlights podcast on Apple📺 Watch on YouTube📃 Full transcript* Full transcript of this podcast with MBI about paymentsI really enjoyed this conversation about the payments space and I hope you will too! $PYPL $SQ $AAPL $GOOG $AMZN If you want to dig deeper, here are...2022-07-121h 11scuttleblurbscuttleblurb$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration by scuttleblurb2021-06-0248 minscuttleblurbscuttleblurb$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration by scuttleblurb2021-06-0248 minJak investovatJak investovatJiří Dopita: Fundamentální analýza společnosti VIASAT a JST, TGYM, PGR, WINERozhovor s Jiřím Dopitou z akciového fondu VAULT, který navazuje na podcast s Jakubem Skryjou (o založení fondu VAULT, jeho investiční strategii a akciích v portfoliu). Jirka v rozhovoru mluvil o změnách v portfoliu za první kvartál tohoto roku a podrobně popsal fundamentální analýzu společnosti Viasat, kterou nedávno nakoupili do portfolia. Kromě společnosti Viasat také zmínil Naked Wines, JOST Werke, Technogym nebo The Progressive Corporation.Akcie: VSAT, JST, TGYM, PGR, WINE Bio: Jiří má 6 let zkušeností na kapitálových trzích, zejm...2021-05-1449 minNathan Barry ArchiveNathan Barry Archive027: Nathan Baschez - Find Your Best Ideas With a Newsletter MastermindToday’s interview is with Nathan Baschez. There aren’t too many people more familiar with the creator economy than Nathan. He started his own company with Hardbound and was the first employee and VP of Product at Substack in the early days.Now Nathan runs a company called Every, which is a bundle of premium newsletters. In this episode we dive into how Nathan creates tons of high-quality content every week, and how to facilitate your ideas with a newsletter “mastermind” group.We also get into a great discussion about pricing and churn for premium...2021-03-011h 06Yield on Cost PodcastYield on Cost Podcast026 - Pool Corp: A high Quality Dividend Grower Priced Too HighPool Corp keeps popping up on our high-quality dividend growth screens so why don't we own it? Glenn breaks down how Pool Corp's builds a business moat with its distributor model, the catalysts and risks to Pool Corp's future growth, and why we think Pool Corp is too expensive right now. Links Scuttleblurb Subscribe Join our email newsletter list AMM Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Wisdom on Value Investing Fact Sheet2020-11-0912 minscuttleblurbscuttleblurbfat tail investing, never selling, $fergy, $wsoAaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb2020-08-2200 minscuttleblurbscuttleblurbfat tail investing, never selling, $fergy, $wsoAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb2020-08-2240 minYet Another Value PodcastYet Another Value PodcastDavid Kim from Scuttleblurb on Carvana $CVNADavid Kim from Scuttleblurb (https://www.scuttleblurb.com/) comes on to talk about his research process and Carvana (CVNA).2020-08-111h 06OMD DAILYOMD DAILY#50 - Learning Medley on Indonesia’s e-Commerce market, stories of Patagonia & The North Face and Intuit’s business modelJuly 17, 2020: A series of learnings from various sources/methods. Learning about the Indonesian e-Commerce landscape and its dominant Tokopedia platform from a conversation, Patagonia and The North Face’s founding stories and the power of their brand from the Business Wars podcast and thinking about Intuit’s business model after learning Scuttleblurb’s article.  Find detailed notes of the episode on omdventures.com/omddailySupport the podcast by donating at omdventures.com/stakeholderMusic by icons8.com2020-07-2032 minscuttleblurbscuttleblurb[ADS] Alliance Data Systemshttps://www.scuttleblurb.com/ads2/ (paywall) Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb2019-12-1000 minscuttleblurbscuttleblurb[ADS] Alliance Data Systemshttps://www.scuttleblurb.com/ads2/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb2019-12-1033 minThe Investing City PodcastThe Investing City PodcastEp. 40 - David Kim: ScuttleblurbOn this episode we had David Kim, founder of the blog Scuttleblurb and partner of Forage Partners. David is a great investor who has a deep understanding of business models and competitive advantages. You don't want to miss this one. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Instagram: investing...2019-09-2336 minscuttleblurbscuttleblurbEp 9: Chewy, Zooplushttps://www.scuttleblurb.com/zooplus/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb2019-09-0423 minscuttleblurbscuttleblurbEp 9: Chewy, Zooplushttps://www.scuttleblurb.com/zooplus/ (paywall) Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb2019-09-0400 minscuttleblurbscuttleblurbEpisode 8 - GAIA: A Bridge Too Farhttps://www.scuttleblurb.com/gaia-interesting-company/https://ir.gaia.com/Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurb2019-06-1422 minscuttleblurbscuttleblurbEpisode 8 - GAIA: A Bridge Too Farhttps://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: @scuttleblurb2019-06-1400 minscuttleblurbscuttleblurbEpisode 7 Media With Andrew Walker Of Rangeley CapitalIn 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: @scuttleblurb2019-05-0856 minscuttleblurbscuttleblurbEpisode 7 Media With Andrew Walker Of Rangeley CapitalIn 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: @scuttleblurb2019-05-0800 minscuttleblurbscuttleblurbEp 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 Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallen2019-04-0432 minscuttleblurbscuttleblurbEp 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: @aaronjsallen2019-04-0400 minscuttleblurbscuttleblurbEp 5 - Status, Standards, And Ratings With @BluegrassCapStatus 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: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallen2019-03-041h 02scuttleblurbscuttleblurbEp 5 - Status, Standards, And Ratings With @BluegrassCapStatus 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: @aaronjsallen2019-03-0400 minscuttleblurbscuttleblurbEpisode 4 (CNNE, CDAY)David Kim www.scuttleblurb.com/ Twitter: @scuttleblurb Aaron Sallen Merion Road Capital Management www.merionroadcapital.com/ Twitter: @aaronjsallen2019-02-1500 minscuttleblurbscuttleblurbEpisode 4 (CNNE, CDAY)David Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallen2019-02-1532 minscuttleblurbscuttleblurbEpisode 3 (CPRT, KAR/IAA)CPRT Write-Up:https://www.scuttleblurb.com/cprt_kar/David Kimhttps://www.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementhttps://www.merionroadcapital.com/Twitter: @aaronjsallen2019-01-1028 minscuttleblurbscuttleblurbEpisode 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: @aaronjsallen2019-01-1000 minscuttleblurbscuttleblurbDWDP; RCKY; Metrics vs. ExplanationsDavid Kimhttps://www.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementhttps://www.merionroadcapital.com/Twitter: @aaronjsallen2018-12-1032 minscuttleblurbscuttleblurbDWDP; RCKY; Metrics vs. ExplanationsDavid Kim https://www.scuttleblurb.com/ Twitter: @scuttleblurb Aaron Sallen Merion Road Capital Management https://www.merionroadcapital.com/ Twitter: @aaronjsallen2018-12-1000 minscuttleblurbscuttleblurbEpisode 1 (BXC, ZG, WIZZ, PRMW)David Kimscuttleblurb.comTwitter: @scuttleblurbAaron SallenMerion Road Capital Managementhttps://www.merionroadcapital.com/Twitter: @aaronjsallen2018-11-1526 minscuttleblurbscuttleblurbEpisode 1 (BXC, ZG, WIZZ, PRMW)David Kim scuttleblurb.com Twitter: @scuttleblurb Aaron Sallen Merion Road Capital Management https://www.merionroadcapital.com/ Twitter: @aaronjsallen2018-11-1500 min