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Investment research conversations between MBI and scuttleblurb.MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/

  1. vor 1 Tag

    Scuttleslops, OpenAI valuation, Ryan Specialty

    MBI:  https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/

    1 Std. 7 Min.

  2. 3. Mai

    Big Tech earnings, S&P and Moody’s, AI

    MBI:  https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/

    56 Min.

  3. 2. Apr.

    AI Doom, Veeva, Research and Writing

    MBI:  https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/

    53 Min.

  4. 3. März

    MBI interviews Asianometry

    Asianometry: https://www.youtube.com/@Asianometry MBI:  https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/

    1 Std. 15 Min.

  5. 7. Feb.

    Big Tech Earnings

    MBI:  https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/

    56 Min.

  6. 30.11.2025

    Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins

    MBI:  https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/

    1 Std. 2 Min.

  7. 02.11.2025

    The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge

    MBI:  https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/

    1 Std. 3 Min.

  8. 28.09.2025

    Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons

    MBI:  https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/

    59 Min.
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Investment research conversations between MBI and scuttleblurb.MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/

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  • Erstellt von
    David
  • Jahre aktiv
    2024 - 2026
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