Never Sell

David

Latest episode

Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins
30/11/2025 | 1h 2 mins.
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 | 1h 3 mins.
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 mins.
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 mins.
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing
03/8/2025 | 50 mins.
MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/