Never Sell
by David
BusinessE · Explicit
Latest episode
Scuttleslops, OpenAI valuation, Ryan Specialty
Scuttleslops, OpenAI valuation, Ryan Specialty
About this podcast
Investment research conversations between MBI and scuttleblurb.
MBI:
https://www.mbi-deepdives.com/
scuttleblurb:
https://www.scuttleblurb.com/
Episodes
- Scuttleslops, OpenAI valuation, Ryan Specialty · 1 h 7 minMBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- Big Tech earnings, S&P and Moody’s, AI · 56 min · Season 2 Episode 16MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- AI Doom, Veeva, Research and Writing · 53 min · Season 2 Episode 3MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- MBI interviews Asianometry · 1 h 15 min · Season 2 Episode 2Asianometry: https://www.youtube.com/@Asianometry MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- Big Tech Earnings · 56 min · Season 2 Episode 1MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins · 1 h 2 min · Season 1 Episode 12MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge · 1 h 3 min · Season 1 Episode 11MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons · 59 min · Season 1 Episode 10MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble? · 58 minMBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing · 50 minMBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- Never Sell: Episode 7 - APi Group · 1 h 6 minIn this conversation, Scuttleblurb and MBI discuss API Group, focusing on its business segments, particularly fire safety and inspections. They explore the company's transition…
- Never Sell: Episode 6 - Airbnb and Booking · 1 h 27 min · Season 1 Episode 6Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- Never Sell: Episode 5 - Cadence and Synopsys · 1 h 11 minInvestment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- Never Sell: Episode 4 - Adobe · 1 h 6 min · Season 1 Episode 4Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- Never Sell: Episode 3 - Deep Research · 56 minInvestment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- Never Sell: Episode 2 - XPEL · 1 h 7 minInvestment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
- Never Sell: Episode 1 - AppFolio · 1 h 10 min · Season 1 Episode 1
