Never Sell

About Never Sell

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

Publisher

David

Category

business

Language

en

Explicit

Yes

First episode

23 Dec 2024

Latest episode

28 Jun 2026

Latest episodes

10 of 17 episodes have a transcript.

1. 

   28 Jun 2026

   Scuttleslops, OpenAI valuation, Ryan Specialty

   Host Alex Lieberman interviews industry experts on OpenAI's valuation and Ryan Specialty's market position.

2. 

   3 May 2026TRANSCRIPT

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

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

3. 

   2 Apr 2026

   AI Doom, Veeva, Research and Writing

   Host Alex Lieberman interviews Dr. Andrew Ng about AI's impact on research and writing, offering insights into the future of the industry.

4. 

   3 Mar 2026TRANSCRIPT

   MBI interviews Asianometry

   MBI interviews Asianometry about the intricacies of the semiconductor industry, offering insights into its complex global landscape.

5. 

   7 Feb 2026TRANSCRIPT

   Big Tech Earnings

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

6. 

   30 Nov 2025TRANSCRIPT

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

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

7. 

   2 Nov 2025TRANSCRIPT

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

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

8. 

   28 Sept 2025TRANSCRIPT

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

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

9. 

   25 Aug 2025

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

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

10. 

    3 Aug 2025TRANSCRIPT

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

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

11. 

    30 Jun 2025TRANSCRIPT

    Never Sell: Episode 7 - APi Group

    David Kim and Abdullah Al Rezwan analyze APi Group's business model, highlighting its focus on fire safety and inspections and its shift towards stable service revenue in this interview.

12. 

    3 Jun 2025TRANSCRIPT

    Never Sell: Episode 6 - Airbnb and Booking

    MBI and scuttleblurb discuss investment research, focusing on Airbnb and Booking, to provide insights into the companies.

13. 

    30 Apr 2025

    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/

14. 

    31 Mar 2025

    Never Sell: Episode 4 - Adobe

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

15. 

    24 Feb 2025TRANSCRIPT

    Never Sell: Episode 3 - Deep Research

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

16. 

    27 Jan 2025

    Never Sell: Episode 2 - XPEL

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

17. 

    23 Dec 2024

    Never Sell: Episode 1 - AppFolio

Inside a recent episode

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

Published 3 May 2026 · Transcript excerpt

[…] So, you know, I'll start with S&P about... 40% of their profits come from outside of ratings and indices. And that's divided into two parts. You have market intelligence and you have energy. So market intelligence... Um, market intelligence is really collection of different businesses. There's like capital IQ, which is probably what it's most known for. Um, so, so we all know what that is. It's, it's kind of like Bloomberg, um, like financial and market data by side and sell side analysts and PMs use it to, you know, like research companies, uh, build financial models, that kind of thing. And then there's, um, like enterprise solutions, which is like software that banks and loan managers use to, um, you know, like manage their loan portfolios. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.6 / 5

9 ratings

Spotify

5.0 / 5

19 ratings

Podcast Authority Score: 15 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

10

Social presence

0

YouTube

0

Engagement

51

Contact Never Sell

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.