Archive - MBI Deep Dives

Texas Instruments: Leading the Analog Chips Industry

Disclosure: I own shares of Texas Instruments

Apr 22 •

Texas Instruments

Leading the Analog Chips Industry

Apr 22 •

1:26:59

April 2024 Update

First things first, this month's Deep Dive on Texas Instruments will be published by April 25th. Thank you for all the great feedback on my…

Apr 2 •

March 2024

Semiconductors: "To see a World in a Grain of Sand"

A Primer on Semiconductor

Mar 25 •

Semiconductors: "To see a World in a Grain of Sand"

A Primer on Semiconductor

Mar 25 •

1:37:09

Dollar General 4Q'23 Update

Disclosure: I own shares of Dollar General

Mar 14 •

March, 2024 Update

After publishing my Deep Dive on AppFolio, I have started studying the semiconductor industry. It didn't take me too long to understand that this is one…

Mar 1 •

February 2024

AppFolio: Moving Up Market in Property Management Software

You can listen to the Deep Dive here “…we invested in the IPO, we purchased after the IPO from other investors. And pre IPO, there were other strategic…

Feb 22 •

Moving Up Market in Property Management Software

Feb 22 •

1:03:52

Spotify 4Q'23 Update

While not exactly Meta-like twists and turns, Spotify’s rise from the ashes of late 2022 perhaps slipped through many investors’ mind. The stock was at…

Feb 7 •

Amazon: Model Update (2024)

Disclosure: I own Amazon January 2025 $55 Call Options

Feb 6 •

Meta Platforms: Model Update

Disclosure: I own shares of Meta Platforms

Feb 5 •

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