Never Sell

Big Tech earnings, S&P and Moody’s, AI

03 May 2026

Contributed by Lukas

MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

AI Doom, Veeva, Research and Writing

02 Apr 2026

Contributed by Lukas

MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

MBI interviews Asianometry

03 Mar 2026

Contributed by Lukas

Asianometry:https://www.youtube.com/@AsianometryMBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

Big Tech Earnings

07 Feb 2026

Contributed by Lukas

MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins

30 Nov 2025

Contributed by Lukas

MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge

02 Nov 2025

Contributed by Lukas

MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons

28 Sep 2025

Contributed by Lukas

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 Aug 2025

Contributed by Lukas

MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing

03 Aug 2025

Contributed by Lukas

MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/

Never Sell: Episode 7 - APi Group

30 Jun 2025

Contributed by Lukas

In this conversation, Scuttleblurb and MBI discuss API Group, focusing on its business segments, particularly fire safety and inspections. They explor...

Never Sell: Episode 6 - Airbnb and Booking

03 Jun 2025

Contributed by Lukas

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

Never Sell: Episode 5 - Cadence and Synopsys

30 Apr 2025

Contributed by Lukas

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

Never Sell: Episode 4 - Adobe

31 Mar 2025

Contributed by Lukas

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

Never Sell: Episode 3 - Deep Research

24 Feb 2025

Contributed by Lukas

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

Never Sell: Episode 2 - XPEL

27 Jan 2025

Contributed by Lukas

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

Never Sell: Episode 1 - AppFolio

23 Dec 2024

Contributed by Lukas