Sitemap - 2023 - MBI Deep Dives

2023 Annual Letter

Floor & Decor: A Special Specialty Retailer

Floor & Decor

Annual Survey for MBI Deep Dives

Dollar General 3Q'23 Update

December, 2023 Update

FleetCor: Far from Fleeting

November Update

Amazon 3Q'23 Update

Meta 3Q'23 Update

Alphabet 3Q'23 Update

Spotify 3Q'23 Update

Enphase Energy: A Solar Roller Coaster

Enphase Energy

Forward Cap and MBI Discuss Tesla

Tesla: A Bet on Dominance in Potentially Compelling Megatrend(s)

Tesla

September Update

The Curious Case of Big Tech

Dollar General: Rural America's Retailer

Dollar General

Amazon 2Q'23 Earnings Update

Meta 2Q'23 Earnings Update

Alphabet 2Q'23 Earnings Update

Spotify 2Q'23 Earnings Update

CSX: The Old School "Monopoly"

CSX: The Old School "Monopoly"

Meta's Achilles Heel(s)

Brown & Brown: A Decentralized, Boring, Money Making Machine

Brown & Brown: A Decentralized, Boring, Money Making Machine

Meta's Moat

Adobe 2Q'23 Update

Tyler Technologies: Selling Software to the Government

Tyler Technologies

Amazon 1Q'23 Earnings Update

Meta 1Q'23 Earnings Update

Alphabet 1Q'23 Earnings Update

Spotify 1Q'23 Earnings Update

Microsoft: The Quintessential Technology Company

Microsoft

Update from MBI Deep Dives

Readers' Feedback, and A Simpler Amazon Model

Amazon Update (amended)

Amazon Update

Adobe 1Q'23 Update

Start Here

Deep Dives

Twitter Threads

Models

Alphabet Update

Meta Needs A Decade Of Efficiency

Autodesk 4Q'FY23 Update

Fastenal

Fastenal: Compounding Nuts and Bolts

Shopify 4Q'22 Earnings Update

IAC 4Q'22 Earnings Update

Amazon 4Q'22 Earnings Update

Alphabet 4Q'22 Earnings Update

Meta 4Q'22 Earnings Update

Spotify 4Q'22 Earnings Update

Management Compensation and Incentives at Big Tech

Speedwell and MBI discuss Meta Platforms

Hilton: Scaling Hotels in Asset-light Way By Monetizing Brand

Hilton