Never Sell – Details, episodes & analysis

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Never Sell

Never Sell

David

Business

Frequency: 1 episode/31d. Total Eps: 12

Buzzsprout

Investment research conversations between MBI and scuttleblurb.

MBI:

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


scuttleblurb:

https://www.scuttleblurb.com/

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Score global : 38%


Publication history

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Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins

Season 1 · Episode 12

dimanche 30 novembre 2025Duration 01:02:21

MBI: 
https://www.mbi-deepdives.com/

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

The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge

Season 1 · Episode 11

dimanche 2 novembre 2025Duration 01:03:15

MBI: 
https://www.mbi-deepdives.com/

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

Never Sell: Episode 2 - XPEL

lundi 27 janvier 2025Duration 01:07:23

Investment research conversations between MBI and scuttleblurb.

MBI:

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

scuttleblurb:

https://www.scuttleblurb.com/

Never Sell: Episode 1 - AppFolio

Season 1 · Episode 1

lundi 23 décembre 2024Duration 01:10:33

Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons

Season 1 · Episode 10

dimanche 28 septembre 2025Duration 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?

lundi 25 août 2025Duration 57:35

MBI: 
https://www.mbi-deepdives.com/

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

Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing

dimanche 3 août 2025Duration 50:18

MBI: 

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

scuttleblurb:

https://www.scuttleblurb.com/

Never Sell: Episode 7 - APi Group

lundi 30 juin 2025Duration 01:06:28

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 Booking

Season 1 · Episode 6

mardi 3 juin 2025Duration 01:27:23

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

mercredi 30 avril 2025Duration 01:11:05

Investment research conversations between MBI and scuttleblurb.

MBI:

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


scuttleblurb:

https://www.scuttleblurb.com/


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