MBI Deep Dives

MBI Deep Dives

My Research Process

Before I explain my process, let me elaborate how I pick companies for the deep dives. My general starting point is the companies I am curious about. The goal is to build some sort of mapping of different businesses in my head so that it gets easier to connect the

Etsy: A Handmade Giant in the Passion Economy

Deep Dive on Uber

Is valuing SaaS stocks a special form of the Petersburg Paradox?

Please subscribe to receive future posts in your inbox. In the September 1957 issue of The Journal of Finance, David Durant published an essay titled “Growth stocks and the Petersburg paradox”. In his essay, he wondered, “when the growth potential of a stock becomes widely recognized, its price is expected

The Power, Peril, and Plight of The Big Tech

Please subscribe to receive future posts Democrats and Republicans may not agree much on most things, but they both have expressed their desire to curb the power of the big tech through brute force of regulation. Senator Warren published her concerns and expressed the desire to break up Google, Facebook,