Never Sell

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

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

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

11-30
01:02:21

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

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

11-02
01:03:15

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

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

09-28
58:38

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

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

08-25
57:35

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

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

08-03
50:18

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-dee...

06-30
01:06:28

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/

06-03
01:27:23

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/

04-30
01:11:05

Never Sell: Episode 4 - Adobe

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

03-31
01:06:46

Never Sell: Episode 3 - Deep Research

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

02-24
56:28

Never Sell: Episode 2 - XPEL

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

01-27
01:07:23

Recommend Channels