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# January, 2024 Update
- URL: https://www.mbi-deepdives.com/january-2024-update/
- Published: 2024-01-04T16:51:07.000Z
- Updated: 2024-01-04T16:51:07.000Z
- Author: MBI Deep Dives

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Happy New year. Just a few quick updates to start 2024: 

1. My next Deep Dive is on **CoStar Group** (Ticker: **CSGP**) which I hope to publish by January 23rd. Following CSGP, I plan on studying **AppFolio** (Ticker: **APPF**) in February.
2. Someone asked me about the mix of subscribers at MBI Deep Dives. I meant to include this chart on my [**Annual Letter**](https://www.mbi-deepdives.com/2023/), but forgot about it later. Approximately half of MBI Deep Dives subscribers is professional investors, and the other half is individual investors.

![Image](https://pbs.twimg.com/media/GCh7th_aQAAA9Ik?format=jpg&name=large)

1. Over the last few months, I have heard a specific feedback from a number of subscribers about navigation on my website. Some suggested whether I could make it easier for new subscribers to follow my portfolio changes in the past. For example, I published a Deep Dive on Adyen in May 2022, but only started buying the stock in August 2023\. For new readers, it was hard to figure out earlier why I changed my mind and which post to go to in order to understand the rationale for changing my mind on Adyen. The "[**Portfolio**](https://www.mbi-deepdives.com/portfolio/)" tab on the website will help you navigate that more easily now. This will allow you to also see my portfolio's evolution over time.
2. One other feedback that I have heard from multiple subscribers is many readers would like to receive more updated opinions on the companies that I have covered in the past. One of the features about my investing process at MBI Deep Dives is I am leaning more towards breadth than depth since as a generalist, a better breadth than specialists is how we mostly can add value. While I do keep my eyes on companies that I have covered in the past, it may impede the speed at which I increase my breadth if I go back to updating past coverage too frequently. But I do want to acknowledge that I would like to toggle between new and past coverage a bit more frequently than I have done so far. While there is no change in my process for 2024 and you can expect just 12 new Deep Dives in 2024, I plan on making some changes from 2025\. From 2025, I will do 11 new Deep Dives every year and choose to **update** coverage of **three** companies that I did since 2020\. I will see how it goes and perhaps in 2028-30, I may lean to update 6 companies and do 10 new Deep Dives per year. While these are not yet certain, I just want to convey to my readers how I am thinking about it.
3. Finally, if you are a new subscriber, I just want to highlight that you can access all the past 42 Deep Dives, including their financial models, [**here**](https://www.mbi-deepdives.com/models/).  
    
Thank you so much for your support.