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Welcome to MBI Deep Dives. I publish one in-depth research on a publicly listed company every month. Subscribers can not only access the full library of content but also download detailed financial models, all of which can be found here. From August 2022, you can also listen to…
MBI Deep Dives
Mar 12
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Adobe 1Q'23 Update
Disclosure: I am long shares of Adobe
MBI Deep Dives
Mar 16
2
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Adobe 1Q'23 Update
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Alphabet Update
Disclosure: I own January 2025 Call Options and Shares of Alphabet Inc. To an economist, every monopoly looks the same, whether it deviously eliminates…
MBI Deep Dives
Mar 10
2
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Alphabet Update
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Meta Needs A Decade Of Efficiency
Disclosure: I own January 2025 Call Options and Shares of Meta Platforms This is Part-1 of my four-part series on Big Tech. Part-two, three, and four…
MBI Deep Dives
Mar 1
3
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Meta Needs A Decade Of Efficiency
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Autodesk 4Q'FY23 Update
Disclosure: I am long shares of Autodesk Autodesk met their high end of the topline guidance. While topline grew at High Single Digit (HSD) rate YoY, it…
MBI Deep Dives
Feb 24
1
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Autodesk 4Q'FY23 Update
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Fastenal
Ascolta ora (97 min) | Compounding Nuts and Bolts
MBI Deep Dives
Feb 21
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Fastenal
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Fastenal: Compounding Nuts and Bolts
You can listen to this Deep Dive here On "Invest Like The Best", Charlie Songhurst mentioned an interesting framework which I think is quite apt as a…
MBI Deep Dives
Feb 21
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Fastenal: Compounding Nuts and Bolts
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Shopify 4Q'22 Earnings Update
"If you look at our 7 years since IPO, we were profitable 5 out of the 7." -Harley Finkelstein (4Q'22 Call) Except that's not true! Shopify was…
MBI Deep Dives
Feb 16
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Shopify 4Q'22 Earnings Update
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