Archive - MBI Deep Dives

Some updated thoughts on AppFolio

Over the weekend, I recorded a podcast on AppFolio which will be released within a few days.

Dec 23 •

Maravai: A Cornerstone in mRNA and Biologics Innovation

You can listen to the Deep Dive here

Dec 20 •

Maravai LifeSciences

A Cornerstone in mRNA and Biologics Innovation

Dec 20 •

1:25:33

Lululemon 3Q'24 Update

Disclosure: I own January 2026 $165 LULU Call Options

Dec 6 •

December, 2024 Update

Some quick updates for this month.

Dec 2 •

November 2024

Oracle: Ellison's Voyage to Software and Beyond

You can listen to the Deep Dive here

Nov 25 •

Ellison's Voyage to Software and Beyond

Nov 25 •

1:36:51

November, 2024 Update

Some quick updates for this month.

Nov 4 •

Amazon 3Q'24 Update

Disclosure: I own Jan 2025 $55 call options of Amazon

Nov 1 •

October 2024

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