Thoughts on Last Week

Programming Note: I will take tomorrow off as I have some family commitment. I will be back on Monday.

Ouch! Last week was quite terrible for MBI portfolio. I will share some thoughts on how I am thinking through the portfolio behind the paywall.

In addition to “Daily Dose” (yes, DAILY) like this, MBI Deep Dives publishes one Deep Dive on a publicly listed company every month. You can find all the 67 Deep Dives here.