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Welcome to MBI Deep Dives.

I publish one in-depth research on a publicly listed company every month. Subscribers can download the pdf of the deep dives as well as detailed financial models, all of which can be found here.

Here are some sample deep dives you can explore before subscribing to my research: Uber, Etsy, Lululemon, Roku, Meta. The next deep dive will be published on July 20, 2022.

You may also consider reading MBI's research process, approach to valuation, and latest annual letter to subscribers.

To know more about MBI, click here. You can contact MBI at Follow MBI on twitter or LinkedIn.

Once subscribed, you can access the deep dives of following companies: Uber, Etsy, Lululemon, Angi, Ansys, Autodesk, Copart, Shopify, Otis, CrowdStrike, Roku, Boeing, Square, Trupanion, RH, Spotify, Pinterest, Twilio, Constellation Software, Ethereum, and Adyen. You can download PDF of the deep dives as well as excel models for each here. For the latest posts, go here.

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