Episodes

  • Never Sell: Episode 7 - APi Group
    Jun 30 2025

    In this conversation, David Kim and Abdullah Al Rezwan 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 hr and 6 mins
  • 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 hr and 27 mins
  • 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/

    Show More Show Less
    1 hr and 11 mins
  • Never Sell: Episode 4 - Adobe
    Mar 31 2025

    Investment research conversations between MBI and scuttleblurb.

    MBI:

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

    scuttleblurb:

    https://www.scuttleblurb.com/

    Show More Show Less
    1 hr and 7 mins
  • Never Sell: Episode 3 - Deep Research
    Feb 24 2025

    Investment research conversations between MBI and scuttleblurb.

    MBI:

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

    scuttleblurb:

    https://www.scuttleblurb.com/

    Show More Show Less
    56 mins
  • Never Sell: Episode 2 - XPEL
    Jan 27 2025

    Investment research conversations between MBI and scuttleblurb.

    MBI:

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

    scuttleblurb:

    https://www.scuttleblurb.com/

    Show More Show Less
    1 hr and 7 mins
  • Never Sell: Episode 1 - AppFolio
    1 hr and 11 mins