Never Sell

David

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Investment research conversations between MBI and scuttleblurb.

MBI:

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

scuttleblurb:

https://www.scuttleblurb.com/

17 Episódios

Scuttleslops, OpenAI valuation, Ryan Specialty
28/06/2026
1:07:12
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Big Tech earnings, S&P and Moody’s, AI
03/05/2026
55:39
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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AI Doom, Veeva, Research and Writing
02/04/2026
52:47
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
MBI interviews Asianometry
03/03/2026
1:15:23
Asianometry:https://www.youtube.com/@AsianometryMBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Big Tech Earnings
07/02/2026
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
02/11/2025
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
28/09/2025
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?
25/08/2025
57:35
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing
03/08/2025
50:18
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

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Never Sell

David

17 Episódios

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