Never Sell
By David
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Category: Investing
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Subscribers: 7
Reviews: 0
Episodes: 16
Description
Investment research conversations between MBI and scuttleblurb.
MBI:
https://www.mbi-deepdives.com/
scuttleblurb:
https://www.scuttleblurb.com/
| Episode | Date |
|---|---|
|
Big Tech earnings, S&P and Moody’s, AI
|
May 03, 2026 |
|
AI Doom, Veeva, Research and Writing
|
Apr 02, 2026 |
|
MBI interviews Asianometry
|
Mar 03, 2026 |
|
Big Tech Earnings
|
Feb 07, 2026 |
|
Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins
|
Nov 30, 2025 |
|
The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge
|
Nov 02, 2025 |
|
Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons
|
Sep 28, 2025 |
|
Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?
|
Aug 25, 2025 |
|
Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing
|
Aug 03, 2025 |
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Never Sell: Episode 7 - APi Group
|
Jun 30, 2025 |
|
Never Sell: Episode 6 - Airbnb and Booking
|
Jun 03, 2025 |
|
Never Sell: Episode 5 - Cadence and Synopsys
|
Apr 30, 2025 |
|
Never Sell: Episode 4 - Adobe
|
Mar 31, 2025 |
|
Never Sell: Episode 3 - Deep Research
|
Feb 24, 2025 |
|
Never Sell: Episode 2 - XPEL
|
Jan 27, 2025 |
|
Never Sell: Episode 1 - AppFolio
|
Dec 23, 2024 |