Never Sell

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

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

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  1:02:21

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  1:02:21
• 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

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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

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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

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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

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  50:18

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