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# August, 2024 Update
- URL: https://www.mbi-deepdives.com/aug24/
- Published: 2024-08-02T14:47:57.000Z
- Updated: 2024-08-02T14:47:57.000Z
- Author: MBI Deep Dives

Just a few quick updates for this month:

1. While I said last month that I would like to cover another healthcare company in August, I have changed my mind and would rather do a Deep Dive on **EssilorLuxottica**. Considering they may be an interesting piece of the value chain in AR glasses, I would like to have a deeper understanding of the overall industry. I expect to publish the Deep Dive by 25th of this month.
2. If you missed my earnings updates so far this quarter, you can read them here: [Alphabet](https://www.mbi-deepdives.com/alphabet-2q24-update/), [Amazon](https://www.mbi-deepdives.com/amzn2q24/), and [Meta](https://www.mbi-deepdives.com/meta2q24/). I would also encourage you to go through this [thread](https://x.com/borrowed%5Fideas/status/1819028328260817376?ref=mbi-deepdives.com) on Meta's follow-up call.
3. While I didn't publish these on the website, I have tweeted about earnings on some of the other companies that I own: [Bioprocessing](https://x.com/borrowed%5Fideas/status/1816607877454577743?ref=mbi-deepdives.com) (Danaher and Sartorius), [CoStar](https://x.com/borrowed%5Fideas/status/1816637699614474467?ref=mbi-deepdives.com), [Texas Instruments](https://x.com/borrowed%5Fideas/status/1816846592709919223?ref=mbi-deepdives.com), [Insurance Brokers](https://x.com/borrowed%5Fideas/status/1816870881597243628?ref=mbi-deepdives.com) (AON and BRO), and [Sherwin Williams](https://x.com/borrowed%5Fideas/status/1817248634330927150?ref=mbi-deepdives.com). While Lululemon didn't have earnings yet, the stock continued to its downward trajectory on which I have shared some thoughts [here](https://x.com/borrowed%5Fideas/status/1816655490849603815?ref=mbi-deepdives.com).
4. Last month, I also appeared on the podcast: Liberty's Highlights to discuss semiconductors. You can find the podcast [here](https://www.libertyrpf.com/p/semiconductors-industry-going-deep?ref=mbi-deepdives.com).
5. For the new readers, you can access all the past 49 Deep Dives, including excel models, [here](https://www.mbi-deepdives.com/models/).

Thank you for supporting MBI Deep Dives. I appreciate it very much.

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