Welcome to MBI Deep Dives.
I publish one in-depth research on a publicly listed company every month. Subscribers can not only access all the past Deep Dives but also download detailed financial models published since September 2020. You can also listen to the audio version of the Deep Dives published after August 2022.
Free subscribers receive earnings recap for the companies I personally own. Please email rezwan@mbi-deepdives.com for any queries, or just drop me a message on twitter.
Anyone can access these sample deep dives to understand what a typical Deep Dive looks like: Adobe, Roku, Airbnb, Sherwin Williams, Meta.
I disclose my portfolio holdings every month. Please note that these are NOT my recommendation to buy/sell these securities, but just disclosure from my end so that you can assess potential biases that I may have because of my own personal portfolio holdings. Always consider my write-up as my personal investing journal and never forget my objectives, risk tolerance, and constraints may have no resemblance to yours. MBI Deep Dives is NOT a stock picking service, rather an investment research service.
I, along with David Kim from Scuttleblurb, launched a podcast in December 2024. We are doing one episode per month. You can listen to the episodes here: Spotify, Apple, RSS feed
You may also consider reading MBI’s research process, approach to valuation, and annual letter to subscribers.
To know more about MBI, click here. Follow MBI on WhatsApp, twitter, Threads, or LinkedIn.
Hello there,
Huge Respect for your work!
New here. No huge reader base Yet.
But the work has waited long to be spoken.
Its truths have roots older than this platform.
My Sub-stack Purpose
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e