Update from MBI Deep Dives
Hi everyone,
Just a quick update: my Deep Dive on Microsoft will be published on Monday next week.
I will also cover quarterly earnings of Meta, Alphabet, Amazon, and Spotify next week.
For the new subscribers, you can find all the past Deep Dives here (and financial models here).
The companies that I covered so far are (chronological order): Uber, Etsy, Lululemon, Angi, Ansys, Autodesk, Copart, Shopify, Otis, CrowdStrike, Roku, Boeing, Block, Trupanion, RH, Spotify, Pinterest, Twilio, Constellation Software, Ethereum, Adyen, PayPal, Danaher, Adobe, Cloudflare, Airbnb, Datadog, Sherwin Williams, Hilton, Fastenal, Meta, Alphabet, and Amazon.
Thank you for your support!