MBI Deep Dives

Deep dives on stocks to help you understand them

In-depth analysis and thought-provoking insights covering the technology and consumer internet sectors from the lens of a public markets investor

investing

Comprehensive research on great public companies.

Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.

I write a monthly deep dive on public companies that interest me, and cover all the bases: company history, an analysis of the competitive environment, what makes the business special, valuation work, and full Excel models.

Exploration as a Service: Investing & business, science & technology, and the arts.

Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment

Exploring frameworks for understanding economics, investing and finance.