
Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins
30-11-2025 | 1 u. 2 Min.
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge
02-11-2025 | 1 u. 3 Min.
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons
28-9-2025 | 58 Min.
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?
25-8-2025 | 57 Min.
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing
03-8-2025 | 50 Min.
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/



Never Sell