From Monthly to Daily

I have decided to make some changes to MBI Deep Dives.

Before I get to the changes, here is a quick update on next month’s Deep Dive: I am currently studying Cognex (CGNX) and expect to publish the Deep Dive by July 25.

For this month’s Never Sell podcast episode, David Kim from Scuttleblurb and I discussed APi Group (Spotify, Apple, YouTube, RSS Feed).

So, about the changes.

Starting tomorrow, I will send one email every day (yes, including weekends). I will call it “MBI Daily Dose.” Each Daily Dose will cover interesting content I come across that day. If you are currently in our WhatsApp Community, the format will be largely familiar. However, I am going to archive the WhatsApp Community because, unfortunately, it is not a great solution for what I am trying to do. With a member limit of 1,024 on WhatsApp, it cannot scale over time.

While I used to disclose and discuss any changes to my portfolio in the last section of the monthly Deep Dives, I will now share my portfolio (and any changes) in the Daily Dose emails. This will allow me to communicate more quickly whenever something changes on my end.

I will, of course, still publish my Deep Dives. These changes are additive to your experience in MBI Deep Dives. The point of these changes is to move closer to what I keep repeating about MBI Deep Dives: it is my investing journal. My objective is to share this journal in its fullest sense. The Daily Dose brings me closer to that ideal end state by allowing me to chronicle, every day, what I am reading and listening to and, perhaps, share a few thoughts while reflecting on it. Of course, my content diet will be largely biased toward companies I already own or would like to own eventually.

The modus operandi at MBI Deep Dives has always been to ask myself whether I would find it useful if someone else did the same. While I cannot speak for anyone else, I am confident that I would find a "Daily Dose" email very useful. Even before AI arrived, the search cost of finding interesting and useful content had already become unwieldy, so I believe MBI Deep Dives can add value here since such search cost may materially increase over time. As an "infovore", I do not consider it extra work (or "work"); I would devour content every day anyway!

You do not have to do anything on your end and there is no change in price; just expect an email to show up everyday sometime between 9 am-12 pm PT everyday from tomorrow.

Thank you for your support!