Never Sell

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/

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/@Asianometry MBI:  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/

Never Sell: Episode 7 - APi Group 30.06.2025 1:06:28 ↓

In this conversation, Scuttleblurb and MBI discuss API Group, focusing on its business segments, particularly fire safety and inspections. They explore the company's transition from project-based work to a more stable inspection and service model, the challenges faced in project work, and the significant acquisition of Chubb. The discussion also touches on Martin Franklin's role in the S...

Never Sell: Episode 6 - Airbnb and Booking 03.06.2025 1:27:23 ↓

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

Never Sell: Episode 5 - Cadence and Synopsys 30.04.2025 1:11:05 ↓

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

Never Sell: Episode 4 - Adobe 31.03.2025 1:06:46 ↓

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

Never Sell: Episode 3 - Deep Research 24.02.2025 56:28 ↓

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

Never Sell: Episode 2 - XPEL 27.01.2025 1:07:23 ↓

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