MBI Deep Dives

MBI Deep Dives

Video on NotebookLM, Amazon's response to WSJ, Brown & Brown 2Q'25

I have been using NotebookLM pretty frequently for the last 6 months or so. It’s pretty neat to feed a report to NotebookLM and make a podcast out of it which I can then listen during my daily walk. Yesterday, they launched video feature. So, now I can feed

Meta Ray-Ban, Ads in AI Chats

I have reviewed Meta Ray-Ban glasses a couple of years ago, and I have remained a DAU since then. I mostly listen to audio (music/podcast) and receive calls through my glasses. It also allowed to capture lots of spontaneous images/videos during my daily walk. Here’s one of

Google's response, Lululemon Community

Google shared couple of blog posts last week that seem worth highlighting. Google is experimenting with a new feature called “Web Guide” which basically looks like Google itself will write a “blog post” in response to your query but instead of links being hyperlinked (as they are in a typical

Insurance Brokers, Portfolio Change

I have written about insurance brokers before (see my Brown & Brown Deep Dive, and write-up on Aon). I love insurance broker business and while they are certainly not the most exciting businesses around, the entire industry has been a reliable compounding machine for investors for decades. Hence, even though

CoStar 2Q'25 Update

CoStar may not be a widely followed company (you can read my Deep Dive here if you’re unfamiliar), but it’s one of the earnings calls that I enjoy the most listening every quarter, primarily because CEO Andy Florance always comes up with new reasons to take a dig

Texas Instruments 2Q'25 Update

You hardly ever see sell-side analysts being livid to management in an earnings call, but TXN’s 2Q’25 call was a bit spicy. After the prepared remarks, Q&A started with a combative tone from an analyst probing management about “change of tone” compared to last quarter. Then

Alphabet 2Q'25, Corpay M&A, Portfolio Changes

Alphabet had another fantastic quarter. Admittedly, I am a bit surprised that the stock didn’t react even more positively. Here’s my highlights from the earnings. Revenue On an FX adjusted basis, Alphabet increased its revenue by 13% in 2Q’25 (~100 bps tailwind from FX). For the 12th

Danaher 2Q'25 Update

While S&P 500 is at its all-time high, Danaher is still ~34% below its peak from late 2021. The company was beleaguered with pandemic hangover and destocking trends for much of 2022-24 period. While the worst seem to behind them, the business isn’t quite humming enough to

Tariff conundrums, AI capex boom, Edge computing fallacy, AI ARR chicanery

A Programming Note: A couple of you have given me the feedback that instead of generic title of the Daily Doses, I should mention the topics covered in the title/email subject. As you can see, I have decided to implement it from today. Tariff conundrums While there was a

Cognex: Agents of Automation

You can listen to this Deep Dive here In 1981, Robert Shillman, a young lecturer in human-visual perception at MIT, resigned his faculty post, and teamed up with two of his top graduate students, Bill Silver and Marilyn Matz, to found a little startup in Massachusetts called Cognex. The name