Topic

Never_Sell

A collection of 7 issues

Never Sell: MBI Interviews Asianometry

For this month’s "Never Sell" podcast, I had the privilege of speaking with Asianometry. If you have any interest in semiconductors, you have probably come across his exceptionally useful YouTube videos before. I myself spent countless hours watching several of his playlists related to semiconductors over the

Never Sell: Episode 13-Big Tech Earnings

For the “Never Sell” podcast, Scuttleblurb and I published a new episode on Big Tech earnings. One of the key topics that I highlighted is why I think the street is likely mismodeling Meta. We also touched on Microsoft and Amazon’s current predicament. You can listen to it here:

Never Sell: Episode 12-Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins

For the “Never Sell” podcast, Scuttleblurb and I published a new episode. You can listen to it here: Spotify, Apple, YouTube, RSS feed Some of the relevant posts that we touched on this episode: 1. What exactly is CSU’s ROIC? 2. Fiserv’s October Massacre 3. Wise is probably

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

Never Sell: Episode 10-Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons

For the “Never Sell” podcast, Scuttleblurb and I published a new episode. You can listen to it here: Spotify, Apple, YouTube, RSS feed As the title suggests, we tried to cover a bunch of topics, but I wanted to highlight our discussion on Lululemon. Lululemon has been a big loser

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

For the “Never Sell” podcast, Scuttleblurb and I published a new episode today. You can listen to it here: Spotify, Apple, YouTube, RSS feed 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

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

For the “Never Sell” podcast, Scuttleblurb and I recorded an “AMA” episode. You can listen to it here: Spotify, Apple, YouTube, RSS feed Thank you for asking thoughtful questions. If you have any questions for either MBI Deep Dives or Scuttleblurb, please feel free to email us the questions which