In this conversation, David Kim and Abdullah Al Rezwan 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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1:06:28
Never Sell: Episode 6 - Airbnb and Booking
Investment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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1:27:23
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1:27:23
Never Sell: Episode 5 - Cadence and Synopsys
Investment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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1:11:05
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1:11:05
Never Sell: Episode 4 - Adobe
Investment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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1:06:46
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1:06:46
Never Sell: Episode 3 - Deep Research
Investment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Netherlands