Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/By David

Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/By David

Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/By David

Investment research conversations between MBI and scuttleblurb. MBI: https://www.mbi-deepdives.com/ scuttleblurb: https://www.scuttleblurb.com/By David

One of my very favorite annual traditions is conducting this interview with my friend David Kim, aka Scuttleblurb (🕵📝). His investment research journal/company deep dives/business explorations were a key inspiration for this 🚢 steamboat. While the format is different, I hope there are similarities in the spirit. And I know that he has influenced an…

By David

Mark Nelson is back for Part 2! (If you missed it, here’s part 1) Another wide-ranging conversation: We discuss the implications of the new U.S. administration on energy policy, particularly focusing on Chris Wright, the incoming Secretary of Energy. We explore Wright’s background in the oil and gas industry, his connections to the nuclear sector t…

🚨 Note: The first part of the podcast is spoiler-free. The spoilers only start after a warning 🚨 What happens when six film enthusiasts dissect Christopher Nolan's most ambitious and polarizing puzzle box? 🧩 We dive deep into TENET — exploring and deconstructing the film's twisted timeline, inverted action sequences, and reality-bending concepts. 🕰…

Mark Nelson is back! (our first conversation is here) We discussed how AI's massive power needs are reshaping energy policy in unexpected ways. For years, Big Tech claimed to run on '100% renewable energy' while quietly relying on nuclear and fossil fuels. But now, as companies race to build massive AI computing centers requiring gigawatts of relia…

I’m excited to share with you one of my favorite podcasts that I’ve recorded! 🎧🥇 I hope you enjoy it and will ➡️ subscribe to ‘Cost of Glory’ ⬅️ (listen on: Spotify or Apple Podcast) and follow Alex’s explorations of the greatest stories from Roman and Greek antiquity. It’s like a time machine for the mind, and might inspire you to read some of the…

On his eighth appearance on the podcast, MBI (🇧🇩🇺🇸) joins me to discuss one of humanity’s most impressive achievements: The semiconductor industry. Of course, we can’t talk about everything, and this isn’t meant to be a structured primer (for that, see below). It’s just a mostly unstructured conversation among friends, discussing whatever we find i…

Here’s something a little different. A fun — but dark! — one. I’m a big fan of Denis Villeneuve, and I was due for a re-watch of ‘Sicario’ (2015, written by Taylor Sheridan). It was the perfect opportunity to nerd out about the film, so I recruited my OSV colleagues Ed William (🇬🇧) and Dylan O’Sullivan (🇮🇪) for that task. (You should follow them on…

Today, I’m joined by my friend Trung Phan! He’s multi-talented, funny and smart, a great writer, podcaster, and just overall good dude 👍 In this conversation, we cover a lot of things from the Trung Expanded Universe, from the network effect at companies like Twitter/X and Facebook to Chernobyl and partying in Vietnam, we talk about creating online…

On his sixth appearance on the pod, MBI joins me to discuss the most polarizing of the Big Tech companies: Meta Platforms (the artist formerly known as Facebook). Of course, it’s impossible to talk about it without talking about Mark Zuckerberg, so we try to better understand how he thinks about the company that he founded when he was 19, and how h…

I’m excited to share with you another fun conversation with my good friend MBI (💎🐕). This marks his sixth appearance on the podcast, putting him in the lead ahead of David Senra with four (not that anyone’s counting!). Our starting point is his Deep Dive on Microsoft, which I strongly recommend: * 📄 Microsoft: The Quintessential Technology Company …

Over the years, I have gotten to know Jim through one-on-one conversations and by listening to Infinite Loops and other podcasts where he was a guest. My goal with this podcast is to help you get to know Jim better, from his origin story to his early career in finance and quantitative investing, the writing of his influential book, all the way to t…

I had the great pleasure of talking with someone I admire a lot: Kevin Kelly! He not only influenced my life directly through his works & ideas but he’s also cited as an inspiration and influence by many of the people that I admire, so I’m sure there’s an indirect influence too! Among other things, we discuss his new book (order your copy today!), …

🚨 SPOILERS SPOILERS SPOILERS 🚨 If you haven’t seen the show, bookmark this and come back after you’ve seen it. It’s a show worth seeing without spoilers! I’m very pleased that my friends Matt Reustle (🎧🎙️) and Tinkered Thinking (✍️📚) joined me to discuss what may very well turn out to be my favorite TV shows of the year. Above is one of my fave sho…

I’m very happy to share with you this conversation with my two very good friends, Jimmy Soni (📚✍️) and David Senra (🎙📚). We discuss Jimmy’s excellent book The Founders: The Story of PayPal and the Entrepreneurs Who Shaped Silicon Valley, while taking 57 different tangents and detours into things that we find interesting or that are indirectly conne…

What could be more exciting than carefully reading through Big Tech proxy statements to look at management incentives, comparing them across companies to see what’s similar and different, what we like and don’t like, and how they rank from best to worst..? If this is not your bag, you’re in luck! MBI did this work for you and shared his findings in…

David Kim is the author of Scuttleblurb (now also on Substack! More on that new development in the podcast). This is the third time I have interviewed David — he’s that interesting! For more context, you can find the previous two interviews linked below. In this one, David shares his journey as an investor, talks about how Scuttleblurb started and …

Let’s go deep into season 1 of Severance (2022, Apple TV+), a thriller with science fiction elements created by Dan Erickson and directed by Ben Stiller and Aoife McArdle. It was nominated for 14 Emmys! 🤫 🚨NOTE ON SPOILERS 🚨🤐 This podcast has a SPOILER-FREE INTRO. The spoilers only start after the “spoiler horn” about 11 minutes into it (you can’t …

First, something to keep in mind: This is a conversation about these companies not an interview of MBI. We both talk about equally and ask each other questions. I want to mention it upfront just so you don’t expect a different format going in. I had a great time discussing these two very interesting companies with my friend MBI (💎🐕). When I saw on …

I’m very happy to share with you this conversation I had with my two very good friends, Jimmy Soni (✍️) and David Senra (🎙📚). We got together for a very special occasion. To talk about this man: Claude Shannon was both a genius and a very authentic human being, and I think more people should learn from him — understanding his masterwork, Informatio…

🤬 First a warning: This podcast includes a few swear words. It’s impossible — or at least not as fun — to talk about Deadwood without them. It is what it is. 🤬 The main topic is Deadwood (HBO, 2004-2006) and what can be learned from the show, but of course, this being David & I, we also talk about: * founders, * entrepreneurs, * obsessive creators,…

This is part 2 of my conversation with Mark Nelson about the energy crisis and nuclear power. If you haven’t heard it already, you should start with part 1: 🎧 Going Deep on the Energy Crisis and Nuclear Power with Mark Nelson (Part 1 of 2) 🔌⚡️💡 Part 2 covers a lot of ground, including how decisions are really made (emotions vs rationality), lessons…

Mark Nelson and I had so much to talk about, we had two hour+ calls on our energy crisis and nuclear power. This is the first one. Mark is a former generation fellow at the Breakthrough Institute and was a senior analyst at Environmental Progress. He holds degrees in mechanical, aerospace and nuclear engineering. He is the founder and CEO of the Ra…

🎧 Listen on Spotify If you prefer to listen on Spotify, here’s the feed: * Liberty’s Highlights podcast feed on Spotify 🎧 Listen on Apple Podcasts Here’s the podcast feed on Apple Podcasts: * Liberty’s Highlights podcast on Apple 📺 Watch on YouTube 📃 Full transcript * Full transcript of this podcast with MBI about payments I really enjoyed this con…

We cover so much ground in this conversation with friend-of-the-show David Senra (🎙📚) of the excellent-like-I-mean-it-go-subscribe Founders Podcast, I won’t even attempt to summarize it. What I learned most from David is the power of focus and knowing what it takes to do great work. We talk about it in the context of what we do, but I’m sure it tra…

This is an interesting one that goes in many directions! (starting with the Earth sandwich.. 🌏 🥪) Cedric (💚 🥃 🇸🇬) is an operator who specializes — obsesses? — in learning how to extract knowledge from experts and businesspeople, the people in the trenches actually doing stuff. In this conversation, we discuss how traditional Chinese businessmen wit…

Thank you for your questions! 💚🥃 Once again, thank you so much for the support and for sending questions for this AMA. I hope you enjoy it! For more podcasts, check out the whole back-catalogue: * Liberty’s Highlights Podcast archive If you prefer to listen on Spotify, here’s the feed: * Liberty’s Highlights podcast feed on Spotify Here’s the podca…

Full disclosure: I’m an investor in Koyfin. Not a big one, and I loved the company and products for years *before* I was even offered the opportunity to invest, but I want to make that clear so there’s no ambiguity. I invested *because I love what they do* — not the other way around, I don’t say that I love what they do because I invested. But it’s…

This is podcast #7, I hope you enjoy it! 🧡 📃 Full transcript: * Podcast Transcript: Going deep on Constellation Software with Mostly Borrowed Ideas (MBI) 🎧 Listen on Spotify: * Spotify: Going deep on Constellation Software with MBI 🎧 Listen on Apple Podcasts: * Apple: Going deep on Constellation Software with Mostly Borrowed Ideas (MBI) 📺 Watch on …

My friend Jimmy Soni (💚 🥃 ✍️) is launching his new book The Founders: The Story of Paypal and the Entrepreneurs Who Shaped Silicon Valley today, on 2/22/22 (best date ever), and to mark the occasion we recorded a wide-ranging conversation yesterday. This isn’t a typical ‘promo interview’ with an author who’s launching a book. It’s more like sitting…

Here’s a mini-pod (14.5 minutes) about my note-taking adventure so far. I wrote about the changes I made a few editions ago, but then I wanted to spent some time just living with the system and refining it to have a better idea of what I thought of it. This is a snapshot in time, giving my current thoughts about why I think it’s worth putting some …

$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration by scuttleblurbBy scuttleblurb

Thank you for your questions! 💚🥃 This is my first time doing an AMA like this. I guess this counts as a 𝕤𝕡𝕖𝕔𝕚𝕒𝕝 𝕖𝕕𝕚𝕥𝕚𝕠𝕟… I wasn’t expecting questions about the meaning of life, free will, how the world works, and our place the universe, but I like people who are thinking big thoughts. I gave it my best shot. I don’t have all the answers, or even ma…

Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurbBy scuttleblurb

https://www.scuttleblurb.com/ads2/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurbBy scuttleblurb

https://www.scuttleblurb.com/zooplus/ (paywall)Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurbBy scuttleblurb

https://www.scuttleblurb.com/gaia-interesting-company/https://ir.gaia.com/Aaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurbBy scuttleblurb

In this episode, Aaron and I discuss media with Andrew Walker of Rangeley CapitalAndrew Walkeryetanothervalueblog.comTwitter: @AndrewRangeleyAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenDavid Kimwww.scuttleblurb.com/Twitter: @scuttleblurbBy scuttleblurb

In this episode, Aaron talks about starting a construction equipment rental marketplace (starting at 2:00) and I talk about getting scuttleblurb off the ground (starting at 20:00)David Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallen…

Status as a Service by Eugene Weihttps://www.eugenewei.com/blog/2019/2/19/status-as-a-serviceThe Luxury Strategy by Jean-Noel Kapfererhttps://www.amazon.com/Luxury-Strategy-Break-Marketing-Brands/dp/0749464917scuttleblurb post on Moody'shttps://www.scuttleblurb.com/mco/BluegrassCapTwitter: @BluegrassCapDavid Kimwww.scuttleblurb.com/Twitter: @scuttl…

David Kimwww.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementwww.merionroadcapital.com/Twitter: @aaronjsallenBy scuttleblurb

CPRT Write-Up:https://www.scuttleblurb.com/cprt_kar/David Kimhttps://www.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementhttps://www.merionroadcapital.com/Twitter: @aaronjsallenBy scuttleblurb

David Kimhttps://www.scuttleblurb.com/Twitter: @scuttleblurbAaron SallenMerion Road Capital Managementhttps://www.merionroadcapital.com/Twitter: @aaronjsallenBy scuttleblurb

David Kimscuttleblurb.comTwitter: @scuttleblurbAaron SallenMerion Road Capital Managementhttps://www.merionroadcapital.com/Twitter: @aaronjsallenBy scuttleblurb