David Kim (Scuttleblurb)
Podcast host and investor-researcher who produces the Never Sell podcast and runs the scuttleblurb site; guides conversations on investment research and technology topics.
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Feb 13, 2026 • 39min
Interview with David Kim a.k.a. Scuttleblurb (2026) 📈📉📊💰💸
David Kim (Scuttleblurb), an independent equity researcher and paid-newsletter author, reflects on running a long-form research business and the tactics that revived his work. He discusses 2025’s lopsided market outcomes, AI’s rotation into SaaS and data providers, forensic breakdowns like Shift4’s organic-growth math, blurring industry moats, and the risks and rewards of using AI in research.
