Deep Dives

MBI Deep Dives
Mar 12, 2023
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In chronological order from September 2020:

  1. Sep’20: UBER

  2. Oct’20: ETSY (Update: Here)

  3. Nov’20: LULU (Update: Here)

  4. Dec’20: ANGI

  5. Jan’21: ANSS

  6. Feb’21: CPRT

  7. Mar’21: ADSK

  8. Apr’21: SHOP

  9. May’21: OTIS

  10. Jun’21: CRWD

  11. Jul’21: ROKU

  12. Aug’21: BA

  13. Sep’21: SQ

  14. Oct’21: TRUP

  15. Nov’21: RH

  16. Dec’21: SPOT

  17. Jan’22: PINS

  18. Feb’22: TWLO

  19. Mar’22: CSU

  20. Apr’22: ETH

  21. May’22: ADYEY

  22. Jun’22: PYPL

  23. Jul’22: DHR

  24. Aug’22: ADBE (Update: Here, and Here)

  25. Sep’22: NET

  26. Oct’22: ABNB

  27. Nov’22: DDOG

  28. Dec’22: SHW

  29. Jan’23: HLT

  30. Feb’23: FAST

  31. Mar’23: META (2024 Update)

  32. Mar’23: GOOG

  33. Mar’23: AMZN (Update: Here, Here, 2024)

  34. Apr’23: MSFT

  35. May’23: TYL

  36. Jun’23: BRO

  37. Jul’23: CSX

  38. Aug’23: DG

  39. Sep’23: TSLA

  40. Oct’23: ENPH

  41. Nov’23: FLT/CPAY

  42. Dec’23: FND

  43. Jan’24: CSGP

  44. Feb’24: APPF (update here)

  45. Mar’24: Semiconductors Primer

  46. Apr’24: TXN

  47. May’24: TSM

  48. Jun’24: IQV

  49. Jul’24: DIM/SRT (Sartorius)

  50. Aug’24: ESLOY (EssilorLuxottica)

  51. Sep’24: VEEV

  52. Oct’24: UMG

  53. Nov’24: ORCL

  54. Dec’24: MRVI