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