Thanks to visit codestin.com
Credit goes to scuttleblurb.substack.com

scuttleblurb

Home
Free Posts
Archive
Leaderboard
About
[AVTR] a poor man’s Thermo Fisher
Avantor is like Thermo Fisher in some respects.
 • scuttleblurb
Survey results + programming notes
Hi everyone – on Monday, I’ll share some thoughts on Avantor in my final post of the year.
 • scuttleblurb
scuttleblurb survey
 • scuttleblurb
[scuttlebit] Shift4’s organic growth
Last week, a reader and Shift4 shareholder messaged me, raising questions about the company’s organic growth methodology.
 • scuttleblurb
Booz Allen and the business of defense – part 2
I left Part 1 with the observation that, starting in earnest around a decade ago, the federal government began encouraging procurement through a smaller…
 • scuttleblurb
Booz Allen and the business of defense – part 1
MBI and I recorded an episode of Never Sell recently (Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins) (Spotify…
 • scuttleblurb
[scuttlebits] Trex is getting cheap
TREX is down nearly 60% since I first profiled the company last August.
 • scuttleblurb
[scuttlebit] yet another Shift4 take
MBI and I recorded an episode of Never Sell recently (The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge) (Spotify, Apple, YouTube, RSS…
 • scuttleblurb
scuttleblurb
investing
Recommendations
View all 16
Investing City
Investing City
Ryan Reeves
Construction Physics
Construction Physics
Brian Potter
Analyzing Good Businesses
Analyzing Good Businesses
YoungHamilton
Flyover Stocks
Flyover Stocks
Todd Wenning
Net Interest
Net Interest
Marc Rubinstein
© 2026 scuttleblurb · Privacy ∙ Terms ∙ Collection notice
Codestin Search App Start your SubstackGet the app
Substack is the home for great culture