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# A quick update on Deep Dives
- URL: https://www.mbi-deepdives.com/a-quick-update-on-deep-dives/
- Published: 2026-09-07T13:52:47.000Z
- Updated: 2026-09-07T13:52:47.000Z
- Author: MBI Deep Dives

I won’t be publishing anything new today, but I wanted to share a short update on the Deep Dives I’ve been working on. Last month, I started working on Micron to understand the memory complex a bit better. After a couple of weeks, I concluded that not only was it far more technical than I expected, but more importantly, the technology is moving at a pace that is quite difficult to keep up with. I wasn’t sure I was making much progress and decided to shift my attention to businesses that are easier to wrap my head around. One such candidate was S&P Global. However, last week it was [reported](https://finance.yahoo.com/markets/stocks/articles/p-global-shares-rise-report-184319702.html?ref=mbi-deepdives.com) that the company may spin off more assets even after its [Mobility Global](https://investor.spglobal.com/news-releases/news-details/2026/SP-GLOBAL-INC--COMPLETES-SEPARATION-OF-MOBILITY-GLOBAL-INC-/default.aspx?ref=mbi-deepdives.com) spin-off. So, I decided to wait a few months and study the company after it goes through these spin-offs and files a new 10-K next year.

After further deliberation, I realized I needed to think about new Deep Dives more strategically. Perhaps the most common request from subscribers has been to update some of the earlier Deep Dives I published a few years ago. That’s what I have decided to focus on for the rest of this year; from 2027 onwards, I will keep a mix of new Deep Dives and updates on past ones. I haven’t decided yet which of the past Deep Dives I will update, but this month I will be studying Uber which also happens to be the very first Deep Dive I published six years ago. As a DoorDash shareholder, I think it’s imperative that I follow Uber much more closely. The company also seems to be at a point where there is a vociferous ongoing debate about its future in an AV world.

Meanwhile, I still expect to publish daily while working on these Deep Dives and updates. Thank you for your support.

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