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On the show
From 11 epsHosts
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Recent episodes
Big Tech earnings, S&P and Moody’s, AI
May 3, 2026
55m 39s
AI Doom, Veeva, Research and Writing
Apr 2, 2026
52m 47s
MBI interviews Asianometry
Mar 3, 2026
1h 15m 23s
Big Tech Earnings
Feb 7, 2026
55m 58s
Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins
Nov 30, 2025
1h 02m 21s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/3/26 | Big Tech earnings, S&P and Moody’s, AI✨ | Big Tech earningsS&P+4 | — | MBIScuttleblurb+3 | — | Big Techearnings+5 | — | 55m 39s | |
| 4/2/26 | AI Doom, Veeva, Research and Writing✨ | AIbusiness+3 | — | MBIscuttleblurb+1 | — | AIVeeva+4 | — | 52m 47s | |
| 3/3/26 | MBI interviews Asianometry✨ | interviewbusiness+4 | Asianometry | AsianometryMBI+1 | — | AsianometryMBI+4 | — | 1h 15m 23s | |
| 2/7/26 | Big Tech Earnings✨ | Big TechEarnings+3 | — | MBIScuttleblurb | — | Big TechEarnings+3 | — | 55m 58s | |
| 11/30/25 | Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins✨ | acquisition strategymanagement credibility+3 | — | MBIscuttleblurb+1 | — | acquisitionFiserv+3 | — | 1h 02m 21s | |
| 11/2/25 | The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge✨ | Big TechCapital Expenditure+3 | — | AmazonAlign+2 | — | Big TechAmazon+5 | — | 1h 03m 15s | |
| 9/28/25 | Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons✨ | businessinvesting+3 | — | LululemonAlign+2 | — | LululemonAlign+3 | — | 58m 38s | |
| 8/25/25 | Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?✨ | Global PaymentsAI+4 | — | OpenAIAnthropic+2 | — | Global PaymentsAI+5 | — | 57m 35s | |
| 8/3/25 | Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing✨ | AIMeta+3 | — | MBIScuttleblurb | — | AIMeta+3 | — | 50m 18s | |
| 6/30/25 | Never Sell: Episode 7 - APi Group✨ | fire safetyinspections+4 | — | API GroupChubb+1 | — | API Groupfire safety+5 | — | 1h 06m 28s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 6/3/25 | Never Sell: Episode 6 - Airbnb and Booking✨ | investment researchAirbnb+3 | — | MBIscuttleblurb+2 | — | investmentAirbnb+3 | — | 1h 27m 23s | |
| 4/30/25 | Never Sell: Episode 5 - Cadence and Synopsys | Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/ | 1h 11m 05s | ||||||
| 3/31/25 | Never Sell: Episode 4 - Adobe | Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/ | 1h 06m 46s | ||||||
| 2/24/25 | Never Sell: Episode 3 - Deep Research | Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/ | 56m 28s | ||||||
| 1/27/25 | Never Sell: Episode 2 - XPEL | Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/ | 1h 07m 23s | ||||||
| 12/23/24 | Never Sell: Episode 1 - AppFolio | No description provided. | 1h 10m 33s | ||||||
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