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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  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
• Never Sell: Episode 7 - APi Group

  In this conversation, Scuttleblurb and MBI 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

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