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Never Sell

Never Sell

By: David
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Investment research conversations between MBI and scuttleblurb.

MBI:

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


scuttleblurb:

https://www.scuttleblurb.com/

© 2025 Never Sell
Economics Personal Finance
Episodes
  • 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/

    Show More Show Less
    58 mins
  • Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing
    Aug 3 2025

    MBI:

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

    scuttleblurb:

    https://www.scuttleblurb.com/

    Show More Show Less
    50 mins
  • 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/

    Show More Show Less
    1 hr and 6 mins
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