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

    Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins
    Nov 30 2025

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

    scuttleblurb:
    https://www.scuttleblurb.com/
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    1 Std. und 2 Min.
  • The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge

    The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge
    Nov 2 2025

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

    scuttleblurb:
    https://www.scuttleblurb.com/
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    1 Std. und 3 Min.
  • Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons

    Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons
    Sep 28 2025

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

    scuttleblurb:
    https://www.scuttleblurb.com/
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    59 Min.
  • Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?

    Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?
    Aug 25 2025

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

    scuttleblurb:
    https://www.scuttleblurb.com/
    Mehr anzeigen Weniger anzeigen
    58 Min.
  • Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing

    Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing
    Aug 3 2025

    MBI:

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

    scuttleblurb:

    https://www.scuttleblurb.com/
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    50 Min.
  • Never Sell: Episode 7 - APi Group

    Never Sell: Episode 7 - APi Group
    Jun 30 2025

    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 Std. und 6 Min.
  • Never Sell: Episode 6 - Airbnb and Booking

    Never Sell: Episode 6 - Airbnb and Booking
    Jun 3 2025

    Investment research conversations between MBI and scuttleblurb.

    MBI:

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


    scuttleblurb:

    https://www.scuttleblurb.com/
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    1 Std. und 27 Min.
  • Never Sell: Episode 5 - Cadence and Synopsys

    Never Sell: Episode 5 - Cadence and Synopsys
    Apr 30 2025

    Investment research conversations between MBI and scuttleblurb.

    MBI:

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


    scuttleblurb:

    https://www.scuttleblurb.com/
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    1 Std. und 11 Min.