$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration
fat tail investing, never selling, $fergy, $wso
[ADS] Alliance Data Systems
Ep 9: Chewy, Zooplus
Episode 8 - GAIA: A Bridge Too Far
Episode 7 Media With Andrew Walker Of Rangeley Capital
Ep 6 (equipment Rentals, Scuttleblurb)
Ep 5 - Status, Standards, And Ratings With @BluegrassCap
Episode 4 (CNNE, CDAY)
Episode 3 (CPRT, KAR/IAA)
DWDP; RCKY; Metrics vs. Explanations
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