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Never Sell

David
Never Sell
Último episódio

Episódios Disponíveis

5 de 11
  • The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge
    MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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    1:03:15
  • Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons
    MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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    58:38
  • Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?
    MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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    57:35
  • Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing
    MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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    50:18
  • Never Sell: Episode 7 - APi Group
    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/
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    1:06:28

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Sobre Never Sell

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