Über diesen Podcast
Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
17 Folgen · business
Never Sell
Neueste FolgeScuttleslops, OpenAI valuation, Ryan Specialty
Über diesen Podcast
Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
Neue Folgen
- Big Tech earnings, S&P and Moody’s, AI3. Mai · 56 Min.
- AI Doom, Veeva, Research and Writing2. Apr. · 53 Min.
- MBI interviews Asianometry3. März · 1 Std. 15 Min.
- Big Tech Earnings7. Feb. · 56 Min.
- Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins30. Nov. 2025 · 1 Std. 02 Min.
- The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge2. Nov. 2025 · 1 Std. 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. Juni 2025 · 1 Std. 06 Min.
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