Never Sell: Episode 11-The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge
For the “Never Sell” podcast, Scuttleblurb and I published a new episode. You can listen to it here: Spotify, Apple, YouTube, RSS feed
Unlike yours truly, Scuttleblurb rarely talks about big tech in public, so I really enjoyed discussing and thinking through the thorny capex debate. David (Scuttleblurb) is one of the sharpest analysts I know, and the primary reason I was pestering him for the last couple of years to launch a podcast with me is I need a good excuse to discuss stocks with him. It's one of those things that I frankly do not quite care much if anyone else listens to these conversations (I know many of you do), but it's certainly something I personally look forward to every month. Maybe one day I will be able to convince David to do it more than once a month!
As a reminder, if you have any questions for either MBI Deep Dives or Scuttleblurb, please feel free to email us the questions which we may try to respond/discuss in our future episodes.
In addition to “Daily Dose” (yes, DAILY) like this, MBI Deep Dives publishes one Deep Dive on a publicly listed company every month. You can find all the 64 Deep Dives here.