PODCAST · business
Never Sell
by David
Investment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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16
Big Tech earnings, S&P and Moody’s, AI
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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15
AI Doom, Veeva, Research and Writing
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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14
MBI interviews Asianometry
Asianometry:https://www.youtube.com/@AsianometryMBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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13
Big Tech Earnings
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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12
Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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11
The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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10
Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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9
Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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8
Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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7
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/
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6
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/
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5
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/
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4
Never Sell: Episode 4 - Adobe
Investment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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3
Never Sell: Episode 3 - Deep Research
Investment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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2
Never Sell: Episode 2 - XPEL
Investment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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1
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