Archive - MBI Deep Dives

December 2024

2024 Annual Letter

2024 was a rare trifecta of wins in all three fronts: personal, business, and investing!

Dec 31, 2024 •

Some updated thoughts on AppFolio

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

Dec 23, 2024 •

Maravai: A Cornerstone in mRNA and Biologics Innovation

You can listen to the Deep Dive here

Dec 20, 2024 •

Maravai LifeSciences

A Cornerstone in mRNA and Biologics Innovation

Dec 20, 2024 •

1:25:33

Lululemon 3Q'24 Update

Disclosure: I own January 2026 $165 LULU Call Options

Dec 6, 2024 •

December, 2024 Update

Some quick updates for this month.

Dec 2, 2024 •

November 2024

Oracle: Ellison's Voyage to Software and Beyond

You can listen to the Deep Dive here

Nov 25, 2024 •

Ellison's Voyage to Software and Beyond

Nov 25, 2024 •

1:36:51

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts