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  <title>Never Sell</title>

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    <itunes:title>Big Tech earnings, S&amp;P and Moody’s, AI</itunes:title>
    <title>Big Tech earnings, S&amp;P and Moody’s, AI</title>
    <itunes:summary><![CDATA[MBI:  https://www.mbi-deepdives.com/  scuttleblurb: https://www.scuttleblurb.com/ ]]></itunes:summary>
    <description><![CDATA[<p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></description>
    <content:encoded><![CDATA[<p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></content:encoded>
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    <itunes:author>David</itunes:author>
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    <itunes:title>AI Doom, Veeva, Research and Writing</itunes:title>
    <title>AI Doom, Veeva, Research and Writing</title>
    <itunes:summary><![CDATA[MBI:  https://www.mbi-deepdives.com/  scuttleblurb: https://www.scuttleblurb.com/ ]]></itunes:summary>
    <description><![CDATA[<p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></description>
    <content:encoded><![CDATA[<p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></content:encoded>
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    <itunes:author>David</itunes:author>
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    <pubDate>Thu, 02 Apr 2026 19:00:00 -0400</pubDate>
    <itunes:duration>3167</itunes:duration>
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    <itunes:season>2</itunes:season>
    <itunes:episode>3</itunes:episode>
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    <itunes:title>MBI interviews Asianometry</itunes:title>
    <title>MBI interviews Asianometry</title>
    <itunes:summary><![CDATA[Asianometry: https://www.youtube.com/@Asianometry MBI:  https://www.mbi-deepdives.com/  scuttleblurb: https://www.scuttleblurb.com/ ]]></itunes:summary>
    <description><![CDATA[<p>Asianometry:</p><p>https://www.youtube.com/@Asianometry</p><p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></description>
    <content:encoded><![CDATA[<p>Asianometry:</p><p>https://www.youtube.com/@Asianometry</p><p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></content:encoded>
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    <itunes:author>David</itunes:author>
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    <pubDate>Tue, 03 Mar 2026 17:00:00 -0500</pubDate>
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    <itunes:episode>2</itunes:episode>
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    <itunes:title>Big Tech Earnings</itunes:title>
    <title>Big Tech Earnings</title>
    <itunes:summary><![CDATA[MBI:  https://www.mbi-deepdives.com/  scuttleblurb: https://www.scuttleblurb.com/ ]]></itunes:summary>
    <description><![CDATA[<p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></description>
    <content:encoded><![CDATA[<p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></content:encoded>
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    <pubDate>Sat, 07 Feb 2026 18:00:00 -0500</pubDate>
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    <itunes:episode>1</itunes:episode>
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    <itunes:title>Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins</itunes:title>
    <title>Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins</title>
    <itunes:summary><![CDATA[MBI:  https://www.mbi-deepdives.com/  scuttleblurb: https://www.scuttleblurb.com/ ]]></itunes:summary>
    <description><![CDATA[<p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></description>
    <content:encoded><![CDATA[<p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></content:encoded>
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    <itunes:author>David</itunes:author>
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    <pubDate>Sat, 29 Nov 2025 20:00:00 -0500</pubDate>
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    <itunes:episode>12</itunes:episode>
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    <itunes:title>The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge</itunes:title>
    <title>The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge</title>
    <itunes:summary><![CDATA[MBI:  https://www.mbi-deepdives.com/  scuttleblurb: https://www.scuttleblurb.com/ ]]></itunes:summary>
    <description><![CDATA[<p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></description>
    <content:encoded><![CDATA[<p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></content:encoded>
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    <itunes:author>David</itunes:author>
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    <pubDate>Sun, 02 Nov 2025 18:00:00 -0500</pubDate>
    <itunes:duration>3795</itunes:duration>
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    <itunes:season>1</itunes:season>
    <itunes:episode>11</itunes:episode>
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    <itunes:title>Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons</itunes:title>
    <title>Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons</title>
    <itunes:summary><![CDATA[MBI:  https://www.mbi-deepdives.com/  scuttleblurb: https://www.scuttleblurb.com/ ]]></itunes:summary>
    <description><![CDATA[<p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></description>
    <content:encoded><![CDATA[<p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></content:encoded>
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    <itunes:author>David</itunes:author>
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    <pubDate>Sun, 28 Sep 2025 19:00:00 -0400</pubDate>
    <itunes:duration>3518</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:season>1</itunes:season>
    <itunes:episode>10</itunes:episode>
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    <itunes:title>Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?</itunes:title>
    <title>Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?</title>
    <itunes:summary><![CDATA[MBI:  https://www.mbi-deepdives.com/  scuttleblurb: https://www.scuttleblurb.com/ ]]></itunes:summary>
    <description><![CDATA[<p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></description>
    <content:encoded><![CDATA[<p>MBI: <br/>https://www.mbi-deepdives.com/<br/><br/>scuttleblurb:<br/>https://www.scuttleblurb.com/</p>]]></content:encoded>
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    <itunes:author>David</itunes:author>
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    <pubDate>Mon, 25 Aug 2025 07:00:00 -0400</pubDate>
    <itunes:duration>3455</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
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    <itunes:title>Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing</itunes:title>
    <title>Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing</title>
    <itunes:summary><![CDATA[MBI:  https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/ ]]></itunes:summary>
    <description><![CDATA[<p>MBI: </p><p>https://www.mbi-deepdives.com/</p><p>scuttleblurb:</p><p>https://www.scuttleblurb.com/</p>]]></description>
    <content:encoded><![CDATA[<p>MBI: </p><p>https://www.mbi-deepdives.com/</p><p>scuttleblurb:</p><p>https://www.scuttleblurb.com/</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2435713/episodes/17605809-never-sell-episode-8-ai-meta-process-pods-writing.mp3" length="36280527" type="audio/mpeg" />
    <itunes:author>David</itunes:author>
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    <pubDate>Sun, 03 Aug 2025 02:00:00 -0400</pubDate>
    <itunes:duration>3018</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
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  <item>
    <itunes:title>Never Sell: Episode 7 - APi Group</itunes:title>
    <title>Never Sell: Episode 7 - APi Group</title>
    <itunes:summary><![CDATA[In this conversation, Scuttleblurb and MBI discuss API Group, focusing on its business segments, particularly fire safety and inspections. They explore the company's transition from project-based work to a more stable inspection and service model, the challenges faced in project work, and the significant acquisition of Chubb. The discussion also touches on Martin Franklin's role in the SPAC dynamics, the company's organic growth strategies, and future prospects. MBI:  https://www.mbi-dee...]]></itunes:summary>
    <description><![CDATA[<p>In this conversation, Scuttleblurb and MBI discuss API Group, focusing on its business segments, particularly fire safety and inspections. They explore the company&apos;s transition from project-based work to a more stable inspection and service model, the challenges faced in project work, and the significant acquisition of Chubb. The discussion also touches on Martin Franklin&apos;s role in the SPAC dynamics, the company&apos;s organic growth strategies, and future prospects.</p><p>MBI: </p><p>https://www.mbi-deepdives.com/</p><p>scuttleblurb:</p><p>https://www.scuttleblurb.com/</p>]]></description>
    <content:encoded><![CDATA[<p>In this conversation, Scuttleblurb and MBI discuss API Group, focusing on its business segments, particularly fire safety and inspections. They explore the company&apos;s transition from project-based work to a more stable inspection and service model, the challenges faced in project work, and the significant acquisition of Chubb. The discussion also touches on Martin Franklin&apos;s role in the SPAC dynamics, the company&apos;s organic growth strategies, and future prospects.</p><p>MBI: </p><p>https://www.mbi-deepdives.com/</p><p>scuttleblurb:</p><p>https://www.scuttleblurb.com/</p>]]></content:encoded>
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    <itunes:author>David</itunes:author>
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    <pubDate>Mon, 30 Jun 2025 07:00:00 -0400</pubDate>
    <itunes:duration>3988</itunes:duration>
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    <itunes:title>Never Sell: Episode 6 - Airbnb and Booking</itunes:title>
    <title>Never Sell: Episode 6 - Airbnb and Booking</title>
    <itunes:summary><![CDATA[Investment research conversations between MBI and scuttleblurb.  MBI: https://www.mbi-deepdives.com/   scuttleblurb: https://www.scuttleblurb.com/ ]]></itunes:summary>
    <description><![CDATA[<p>Investment research conversations between MBI and scuttleblurb.<br/><br/>MBI:</p><p>https://www.mbi-deepdives.com/</p><p><br/></p><p>scuttleblurb:</p><p>https://www.scuttleblurb.com/</p>]]></description>
    <content:encoded><![CDATA[<p>Investment research conversations between MBI and scuttleblurb.<br/><br/>MBI:</p><p>https://www.mbi-deepdives.com/</p><p><br/></p><p>scuttleblurb:</p><p>https://www.scuttleblurb.com/</p>]]></content:encoded>
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    <itunes:author>David</itunes:author>
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    <pubDate>Tue, 03 Jun 2025 00:00:00 -0400</pubDate>
    <itunes:duration>5243</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:season>1</itunes:season>
    <itunes:episode>6</itunes:episode>
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    <itunes:title>Never Sell: Episode 5 - Cadence and Synopsys</itunes:title>
    <title>Never Sell: Episode 5 - Cadence and Synopsys</title>
    <itunes:summary><![CDATA[Investment research conversations between MBI and scuttleblurb.  MBI: https://www.mbi-deepdives.com/   scuttleblurb: https://www.scuttleblurb.com/ ]]></itunes:summary>
    <description><![CDATA[<p>Investment research conversations between MBI and scuttleblurb.<br/><br/>MBI:</p><p>https://www.mbi-deepdives.com/</p><p><br/></p><p>scuttleblurb:</p><p>https://www.scuttleblurb.com/</p>]]></description>
    <content:encoded><![CDATA[<p>Investment research conversations between MBI and scuttleblurb.<br/><br/>MBI:</p><p>https://www.mbi-deepdives.com/</p><p><br/></p><p>scuttleblurb:</p><p>https://www.scuttleblurb.com/</p>]]></content:encoded>
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    <itunes:author>David</itunes:author>
    <guid isPermaLink="false">Buzzsprout-17071919</guid>
    <pubDate>Wed, 30 Apr 2025 09:00:00 -0400</pubDate>
    <itunes:duration>4265</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
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  <item>
    <itunes:title>Never Sell: Episode 4 - Adobe</itunes:title>
    <title>Never Sell: Episode 4 - Adobe</title>
    <itunes:summary><![CDATA[Investment research conversations between MBI and scuttleblurb.  MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/ ]]></itunes:summary>
    <description><![CDATA[<p>Investment research conversations between MBI and scuttleblurb.<br/><br/>MBI:</p><p>https://www.mbi-deepdives.com/</p><p>scuttleblurb:</p><p>https://www.scuttleblurb.com/</p>]]></description>
    <content:encoded><![CDATA[<p>Investment research conversations between MBI and scuttleblurb.<br/><br/>MBI:</p><p>https://www.mbi-deepdives.com/</p><p>scuttleblurb:</p><p>https://www.scuttleblurb.com/</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2435713/episodes/16889399-never-sell-episode-4-adobe.mp3" length="48133357" type="audio/mpeg" />
    <itunes:author>David</itunes:author>
    <guid isPermaLink="false">Buzzsprout-16889399</guid>
    <pubDate>Mon, 31 Mar 2025 08:00:00 -0400</pubDate>
    <itunes:duration>4006</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:season>1</itunes:season>
    <itunes:episode>4</itunes:episode>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
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  <item>
    <itunes:title>Never Sell: Episode 3 - Deep Research</itunes:title>
    <title>Never Sell: Episode 3 - Deep Research</title>
    <itunes:summary><![CDATA[Investment research conversations between MBI and scuttleblurb.  MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/ ]]></itunes:summary>
    <description><![CDATA[<p>Investment research conversations between MBI and scuttleblurb.<br/><br/>MBI:</p><p>https://www.mbi-deepdives.com/</p><p>scuttleblurb:</p><p>https://www.scuttleblurb.com/</p>]]></description>
    <content:encoded><![CDATA[<p>Investment research conversations between MBI and scuttleblurb.<br/><br/>MBI:</p><p>https://www.mbi-deepdives.com/</p><p>scuttleblurb:</p><p>https://www.scuttleblurb.com/</p>]]></content:encoded>
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    <itunes:author>David</itunes:author>
    <guid isPermaLink="false">Buzzsprout-16682563</guid>
    <pubDate>Mon, 24 Feb 2025 09:00:00 -0500</pubDate>
    <itunes:duration>3388</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
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  <item>
    <itunes:title>Never Sell: Episode 2 - XPEL</itunes:title>
    <title>Never Sell: Episode 2 - XPEL</title>
    <itunes:summary><![CDATA[Investment research conversations between MBI and scuttleblurb.  MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/ ]]></itunes:summary>
    <description><![CDATA[<p>Investment research conversations between MBI and scuttleblurb.<br/><br/>MBI:</p><p>https://www.mbi-deepdives.com/</p><p>scuttleblurb:</p><p>https://www.scuttleblurb.com/</p>]]></description>
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