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Investment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/... more
FAQs about Never Sell:How many episodes does Never Sell have?The podcast currently has 12 episodes available.
November 30, 2025Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and StablecoinsMBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/...more1h 3minPlay
November 02, 2025The Big Tech Capex Debate, Amazon Retail, Align’s Pricing ChallengeMBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/...more1h 4minPlay
September 28, 2025Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right ReasonsMBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/...more59minPlay
August 25, 2025Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/...more58minPlay
August 03, 2025Never Sell: Episode 8 - AI, Meta, Process, Pods, WritingMBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/...more51minPlay
June 30, 2025Never Sell: Episode 7 - APi GroupIn 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/...more1h 7minPlay
June 03, 2025Never Sell: Episode 6 - Airbnb and BookingInvestment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/...more1h 28minPlay
April 30, 2025Never Sell: Episode 5 - Cadence and SynopsysInvestment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/...more1h 12minPlay
March 31, 2025Never Sell: Episode 4 - AdobeInvestment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/...more1h 7minPlay
February 24, 2025Never Sell: Episode 3 - Deep ResearchInvestment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/...more57minPlay
FAQs about Never Sell:How many episodes does Never Sell have?The podcast currently has 12 episodes available.