Never Sell
EN-US15 episodes
businessinvesting
Investment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Episodes (15)
AI Doom, Veeva, Research and Writing
Never Sell
Apr 2, 202652:47failed
MBI interviews Asianometry
Never Sell
Mar 3, 20261:15:23pending
Big Tech Earnings
Never Sell
Feb 7, 202655:58pending
Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stable...
Never Sell
Nov 30, 20251:02:21pending
The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge
Never Sell
Nov 2, 20251:03:15pending
Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right...
Never Sell
Sep 28, 202558:38pending
Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic B...
Never Sell
Aug 25, 202557:35pending
Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing
Never Sell
Aug 3, 202550:18pending
Never Sell: Episode 7 - APi Group
Never Sell
Jun 30, 20251:06:28pending
Never Sell: Episode 6 - Airbnb and Booking
Never Sell
Jun 3, 20251:27:23pending
Never Sell: Episode 5 - Cadence and Synopsys
Never Sell
Apr 30, 20251:11:05pending
Never Sell: Episode 4 - Adobe
Never Sell
Mar 31, 20251:06:46pending
Never Sell: Episode 3 - Deep Research
Never Sell
Feb 24, 202556:28pending
Never Sell: Episode 2 - XPEL
Never Sell
Jan 27, 20251:07:23pending
Never Sell: Episode 1 - AppFolio
Never Sell
Dec 23, 20241:10:33pending