Never Sell

David

Prenumerera

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Investment research conversations between MBI and scuttleblurb.

MBI:

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

scuttleblurb:

https://www.scuttleblurb.com/

17 avsnitt

Scuttleslops, OpenAI valuation, Ryan Specialty
2026-06-28
1:07:12
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Big Tech earnings, S&P and Moody’s, AI
2026-05-03
55:39
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Missa inte ett avsnitt av “Never Sell” och prenumerera på det i GetPodcast-appen.
AI Doom, Veeva, Research and Writing
2026-04-02
52:47
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
MBI interviews Asianometry
2026-03-03
1:15:23
Asianometry:https://www.youtube.com/@AsianometryMBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Big Tech Earnings
2026-02-07
55:58
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins
2025-11-30
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
2025-11-02
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
2025-09-28
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?
2025-08-25
57:35
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing
2025-08-03
50:18
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

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Ett företag från

Never Sell

David

17 avsnitt

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