Never Sell

David

Abonnér

Del

Investment research conversations between MBI and scuttleblurb.

MBI:

https://www.mbi-deepdives.com/

scuttleblurb:

https://www.scuttleblurb.com/

17 Episoder

Scuttleslops, OpenAI valuation, Ryan Specialty
28.6.2026
1:07:12
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Big Tech earnings, S&P and Moody’s, AI
3.5.2026
55:39
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Gå ikke glip af nogen episoder af “Never Sell” - abonnér på podcasten med gratisapp GetPodcast.
AI Doom, Veeva, Research and Writing
2.4.2026
52:47
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
MBI interviews Asianometry
3.3.2026
1:15:23
Asianometry:https://www.youtube.com/@AsianometryMBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Big Tech Earnings
7.2.2026
55:58
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins
30.11.2025
1:02:21
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge
2.11.2025
1:03:15
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons
28.9.2025
58:38
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?
25.8.2025
57:35
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing
3.8.2025
50:18
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

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En virksomhed fra

Never Sell

David

17 Episoder

Scuttleslops, OpenAI valuation, Ryan Specialty

Big Tech earnings, S&P and Moody’s, AI

AI Doom, Veeva, Research and Writing

MBI interviews Asianometry

Big Tech Earnings

Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins

The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge

Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons

Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?

Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing