[ADI] Analog Devices

[ADI – Analog Devices] A Silent Hero

Posted on by scuttleblurb

Almost every electronic device you use on a daily basis is infested with analog chips that monitor, amplify, and transform real world phenomena (weight, light, temperature, amplitude, power), into digital signals that electrical systems can understand.  These chips are the silent and unappreciated heroes that enable safety and infotainment features in cars, wireless infrastructure equipment, […]

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[WIX] Wix.com

[WIX – Wix.com] Scaling Profitably

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Sometime in late 2015, I built my first website.  Or rather, I purchased a subscription on weebly.com, a website builder, and proceeded to upload photos and drag and drop pre-configured modules into a blank screen.  The process was easy, which helped as I was clueless; the layout was unoriginal and austere, which sufficed as the […]

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SAMPLE POSTS, [EQIX] Equinix, [INXN] Interxion Holdings

[EQIX – Equinix; INXN – Interxion] Network Effects in a Box

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The “internet”, as the name implies, is a network of networks.  Scuttleblurb.com is sitting on server somewhere connected to an IP network different from the one your device is connected to and the fact that you are reading this means those two networks are communicating.  Likewise, if your internet service provider is Charter and you’d like […]

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Podcast Blurbs

Podcast Blurbs [Larry Summers, Levered restaurant franchisees, Books vs. podcasts, Cramer on MongoDB]

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Freakonomics Radio (9/28/17; Why Larry Summers is the Economist Everyone Hates to Love) Larry Summers: (On infrastructure) “I think we’ve completely mismanaged infrastructure investment in the United States.  It’s nuts that when interest rates are lower than they’ve been at any time in the last 50 years that we’re also investing less net of depreciation…it’s […]

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[MELI] MercadoLibre

[MELI – MercadoLibre] Digging The Moat (Or Is It A Grave?), Part 1

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A few weeks ago, I came across the following remark from Joe Weisenthal in my Tweet feed: “Smart people can’t help but try to poke holes in things, and see the weaknesses in existing systems.  But long-term investing requires a certain amount of dumb confidence that things will all work out over time, even if […]

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Podcast Blurbs

Podcast Blurbs [Freewill, Jerks, Cramer on Switch]

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Planet Money, Ep. 795 (Is Record Breaking Broken) “Companies started coming to [The Guinness Book of World Records] asking if we could fly someone out to their event.  Companies and people were coming to Guinness wanting to break a record for publicity or to draw attention to themselves.  They’ve gotten on to the fact that […]

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[BLK] BlackRock

[BLK – Blackrock] Not Another Passive vs. Active Debate

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Back in June 2009, reeling from the financial crisis and desperate to fix its balance sheet, Barclays agreed to sell Barclays Global Investors (BGI) to BlackRock, who paid ~$13.5bn in cash and stock for BGI’s ~$1tn in assets, which included $385bn in AUM from its vaunted iShares ETF franchise.  Over the last 8 years, iShares […]

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[ASHG] Ash Grove Cement, [MCEM] Monarch Cement, Quick Blurbs

[MCEM – Monarch Cement] Ash Grove Part Deux?

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[MCEM – Monarch Cement] On Sept. 20, Ash Grove announced that it agreed to be acquired by its largest customer, CRH plc, a global producer of building materials cement with €27bn in sales and €3bn in EBITDA across 31 countries. [For background on Ash Grove, see these previous posts]. “While the final amount of the […]
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