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Explore every episode of the podcast Never Sell

Dive into the complete episode list for Never Sell. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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1–12 of 12

TitlePub. DateDuration
Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins30 Nov 202501:02:21

MBI: 
https://www.mbi-deepdives.com/

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

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/

Never Sell: Episode 2 - XPEL27 Jan 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 Dec 202401:10:33
Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons28 Sep 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 Aug 202500:57:35

MBI: 
https://www.mbi-deepdives.com/

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

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

MBI: 

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

scuttleblurb:

https://www.scuttleblurb.com/

Never Sell: Episode 7 - APi Group30 Jun 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 Jun 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 Apr 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 Mar 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 Feb 202500:56:28

Investment research conversations between MBI and scuttleblurb.

MBI:

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

scuttleblurb:

https://www.scuttleblurb.com/

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