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Explorez tous les épisodes du podcast Never Sell

Plongez dans la liste complète des épisodes de Never Sell. Chaque épisode est catalogué accompagné de descriptions détaillées, ce qui facilite la recherche et l'exploration de sujets spécifiques. Suivez tous les épisodes de votre podcast préféré et ne manquez aucun contenu pertinent.

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1–12 of 12

TitreDateDurée
The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge02 nov. 202501:03:15

MBI: 
https://www.mbi-deepdives.com/

scuttleblurb:
https://www.scuttleblurb.com/

Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons28 sept. 202500:58:38

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 août 202500:57:35

MBI: 
https://www.mbi-deepdives.com/

scuttleblurb:
https://www.scuttleblurb.com/

Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing03 août 202500:50:18

MBI: 

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

scuttleblurb:

https://www.scuttleblurb.com/

Never Sell: Episode 7 - APi Group30 juin 202501:06:28

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 SPAC dynamics, the company's organic growth strategies, and future prospects.

MBI: 

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

scuttleblurb:

https://www.scuttleblurb.com/

Never Sell: Episode 6 - Airbnb and Booking03 juin 202501:27:23

Investment research conversations between MBI and scuttleblurb.

MBI:

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


scuttleblurb:

https://www.scuttleblurb.com/

Never Sell: Episode 5 - Cadence and Synopsys30 avr. 202501:11:05

Investment research conversations between MBI and scuttleblurb.

MBI:

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


scuttleblurb:

https://www.scuttleblurb.com/

Never Sell: Episode 4 - Adobe31 mars 202501:06:46

Investment research conversations between MBI and scuttleblurb.

MBI:

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

scuttleblurb:

https://www.scuttleblurb.com/

Never Sell: Episode 3 - Deep Research24 févr. 202500:56:28

Investment research conversations between MBI and scuttleblurb.

MBI:

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

scuttleblurb:

https://www.scuttleblurb.com/

Never Sell: Episode 2 - XPEL27 janv. 202501:07:23

Investment research conversations between MBI and scuttleblurb.

MBI:

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

scuttleblurb:

https://www.scuttleblurb.com/

Never Sell: Episode 1 - AppFolio23 déc. 202401:10:33
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