À propos de ce podcast

Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/

17 épisodes · Business

Never Sell

Par David

11 autres apps

Dernier épisodeScuttleslops, OpenAI valuation, Ryan Specialty28 juin1 h 07 min

Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/

Big Tech earnings, S&P and Moody’s, AI3 mai · 56 min
AI Doom, Veeva, Research and Writing2 avr. · 53 min
MBI interviews Asianometry3 mars · 1 h 15 min
Big Tech Earnings7 févr. · 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 août 2025 · 58 min
Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing3 août 2025 · 50 min
Never Sell: Episode 7 - APi Group30 juin 2025 · 1 h 06 min