Never Sell

David
Never Sell
Nieuwste aflevering

12 afleveringen

  • Never Sell

    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/

  • Never Sell

    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/

  • Never Sell

    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

    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

    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/

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Over Never Sell

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

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