About this podcast
Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
17 episodes · Business
Never Sell
Latest episodeScuttleslops, OpenAI valuation, Ryan Specialty
About this podcast
Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
Recent episodes
- Big Tech earnings, S&P and Moody’s, AI3 May · 56 min
- AI Doom, Veeva, Research and Writing2 Apr · 53 min
- MBI interviews Asianometry3 Mar · 1 h 15 min
- Big Tech Earnings7 Feb · 56 min
- Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins30 Nov 2025 · 1 h 02 min
- The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge2 Nov 2025 · 1 h 03 min
- Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons28 Sept 2025 · 59 min
- Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?25 Aug 2025 · 58 min
- Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing3 Aug 2025 · 50 min
- Never Sell: Episode 7 - APi Group30 Jun 2025 · 1 h 06 min
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