Never Sell

Celková doba trvání:12 h 58 min

	Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins	Never Sell	62:21
	The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge	Never Sell	63:15
	Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons	Never Sell	58:38
	Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?	Never Sell	57:35
	Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing	Never Sell	50:18
	Never Sell: Episode 7 - APi Group	Never Sell	66:28
	Never Sell: Episode 6 - Airbnb and Booking	Never Sell	87:23
	Never Sell: Episode 5 - Cadence and Synopsys	Never Sell	71:05
	Never Sell: Episode 4 - Adobe	Never Sell	66:46
	Never Sell: Episode 3 - Deep Research	Never Sell	56:28
	Never Sell: Episode 2 - XPEL	Never Sell	67:23
	Never Sell: Episode 1 - AppFolio	Never Sell	70:33