MBI Deep Dives | Substack

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…

Mar 12

Disclosure: I am long shares of Adobe

Mar 16

Disclosure: I own January 2025 Call Options and Shares of Alphabet Inc. To an economist, every monopoly looks the same, whether it deviously eliminates…

Mar 10

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…

Mar 1

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…

Feb 24

Fastenal Ascolta ora (97 min) | Compounding Nuts and Bolts

Feb 21

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…

Feb 21

"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…

Feb 16

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