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Never Sell
David
11 episodes
6 days ago
MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
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Investing
Business
RSS
All content for Never Sell is the property of David and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
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Investing
Business
Episodes (11/11)
Never Sell
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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6 days ago
1 hour 3 minutes

Never Sell
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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1 month ago
58 minutes

Never Sell
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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2 months ago
57 minutes

Never Sell
Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing
MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
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3 months ago
50 minutes

Never Sell
Never Sell: Episode 7 - APi Group
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:/...
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4 months ago
1 hour 6 minutes

Never Sell
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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5 months ago
1 hour 27 minutes

Never Sell
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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6 months ago
1 hour 11 minutes

Never Sell
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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7 months ago
1 hour 6 minutes

Never Sell
Never Sell: Episode 3 - Deep Research
Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/
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8 months ago
56 minutes

Never Sell
Never Sell: Episode 2 - XPEL
Investment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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9 months ago
1 hour 7 minutes

Never Sell
Never Sell: Episode 1 - AppFolio
10 months ago
1 hour 10 minutes

Never Sell
MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/