Never Sell

David
  • 4.5 (8)
  • INVESTING
  • UPDATED MONTHLY

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

Episodes

  1. 11/30/2025

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

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

    1h 2m

  2. 11/02/2025

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

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

    1h 3m

  3. 09/28/2025

    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

  4. 08/25/2025

    Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?

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

    58 min

  5. 08/03/2025

    Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing

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

    50 min

  6. 06/30/2025

    Never Sell: Episode 7 - APi Group

    In this conversation, Scuttleblurb and MBI discuss API Group, focusing on its business segments, particularly fire safety and inspections. They explore the company's transition from project-based work to a more stable inspection and service model, the challenges faced in project work, and the significant acquisition of Chubb. The discussion also touches on Martin Franklin's role in the SPAC dynamics, the company's organic growth strategies, and future prospects. MBI:  https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/

    1h 6m

  7. 06/03/2025

    Never Sell: Episode 6 - Airbnb and Booking

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

    1h 27m

  8. 04/30/2025

    Never Sell: Episode 5 - Cadence and Synopsys

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

    1h 11m

  9. 03/31/2025

    Never Sell: Episode 4 - Adobe

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

    1h 7m

  10. 02/24/2025

    Never Sell: Episode 3 - Deep Research

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

    56 min

  11. 01/27/2025

    Never Sell: Episode 2 - XPEL

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

    1h 7m

  12. 12/23/2024

    Never Sell: Episode 1 - AppFolio

    Never Sell

    1h 11m
  • 12 Episodes

Ratings & Reviews

4.5
out of 5
8 Ratings

About

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

Information

  • Creator
    David
  • Years Active
    2024 - 2025
  • Episodes
    12
  • Rating
    Explicit
  • Copyright
    © 2025 Never Sell
  • Show Website
    Never Sell

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