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- Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and StablecoinsMBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/--------1:02:21
- The Big Tech Capex Debate, Amazon Retail, Align’s Pricing ChallengeMBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/--------1:03:15
- Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right ReasonsMBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/--------58:38
- Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?MBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/--------57:35
- Never Sell: Episode 8 - AI, Meta, Process, Pods, WritingMBI: https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/--------50:18
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About Never Sell
Investment research conversations between MBI and scuttleblurb.MBI:https://www.mbi-deepdives.com/scuttleblurb:https://www.scuttleblurb.com/
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