took the paywall of this two-part $nvda post from july 2021. it’s stale, but a decent primer nonetheless. enjoy classic scuttleblurb.com/nvda1/ scuttleblurb.com/nvda2/ substack scuttleblurb.substack.com/p/nvidia-nvd... scuttleblurb.substack.com/p/nvidia-nvd...

$avtr - a poor man's Thermo Fisher classic scuttleblurb.com/avtr su b s tack: scuttleblurb.substack.com/p/avtr

$avtr - a poor man's Thermo Fisher classic scuttleblurb.com/avtr su b s tack: scuttleblurb.substack.com/p/avtr

scuttleblurb survey results + programming notes. thank you all for a terrific year. classic: scuttleblurb.com/survey-resul... substack: scuttleblurb.substack.com/p/survey-res...

[scuttlebit] $four Shift4’s organic growth classic scuttleblurb.com/four_growth substack scuttleblurb.substack.com/p/four-growth

took the paywall of this two-part $nvda post from july 2021. it’s stale, but a decent primer nonetheless. enjoy classic scuttleblurb.com/nvda1/ scuttleblurb.com/nvda2/ substack scuttleblurb.substack.com/p/nvidia-nvd... scuttleblurb.substack.com/p/nvidia-nvd...

$bah Booz Allen and the business of defense - part 1 classic scuttleblurb.com/bah1 substack scuttleblurb.substack.com/p/bah1

[scuttlebit] thoughts on $asml classic scuttleblurb.com/scuttlebit-asm… substack scuttleblurb.substack.com/p/scuttlebit-a���

$ses.to from wellhead to landfill: how SECURE built a duopoly in oilfield waste ($) classic scuttleblurb.com/ses/ substack scuttleblurb.substack.com/p/sesto

Dayforce and Workday $day $wday (paywall) classic scuttleblurb.com/day_wday/ substack scuttleblurb.substack.com/p/day-wday

$pcty $payc $adp a tour through HR and payroll processing software: part 1 classic: scuttleblurb.com/hcm_part1/ s ub s tack: scuttleblurb.substack.com/p/hcm-p1

$umg $wmg took the paywall off this 2022 post on the record labels. enjoy. classic scuttleblurb.com/umg_wmg/ substack scuttleblurb.substack.com/p/umg-wmg-re...

$cdns $snps Cadence, Synopsys, and the Future of Chip Design (paywall) classic: scuttleblurb.com/cdns_snps2/ s ub s ta c k: scuttleblurb.substack.com/p/cdns-snps2

$crl Charles River ($) classic: scuttleblurb.com/crl/ s ub s t ack: scuttleblurb.substack.com/p/crl

$four Shift4's M&A Alchemy ($) scuttleblurb.substack.com/p/four2

$tech Bio-Techne: part 1 classic scuttleblurb.com/tech/ s ub s tack scuttleblurb.substack.com/p/tech-bio-tec…

$mrvi Maravai Lifesciences (paywall) www.scuttleblurb.com/mrvi/

$mrvi Maravai Lifesciences (paywall) www.scuttleblurb.com/mrvi/

🚨🎧 It's my great pleasure to share with you my FIFTH annual interview with David Kim aka Scuttleblurb @scuttleblurb.bsky.social I hope you enjoy it! www.libertyrpf.com/p/interview-...

$appf and the business of property management software ($) www.scuttleblurb.com/appf/

scuttleblurb 2024 content review. no paywall. immense gratitude for all your support this year. happy holidays! classic: scuttleblurb.com/scuttleblurb-2… s u bs tack: scuttleblurb.substack.com/p/scuttleblurb���

new post: $sna when brand meets distribution ($) classic: scuttleblurb.com/sna/

took the paywall of the $adyen post from sept '23. enjoy! scuttleblurb.com/adyen/

more signs

it's tuesday evening and we're korean

what did Buffett see in $ssd? ($) www.scuttleblurb.com/ssd/