A quick update on 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 that the company may spin off more assets even after its Mobility Global 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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