May 2025 Update

Some quick updates for this month:

I am going to publish my Deep Dive on Perimeter Solutions (PRM) by 25th of this month. Given that this is a busy earnings season, I wanted to study a small cap company instead of undertaking a large cap company this month.

For this month's "Never Sell" podcast episode, David Kim from Scuttleblurb and I discussed Cadence and Synopsys. (Spotify, Apple, YouTube, RSS Feed).

Speaking of earnings season, I have covered Alphabet, Meta, and Amazon this quarter. You can read some notes from Meta's follow-up call here. As a reminder, I encourage you to be part of the WhatsApp community where I share more updates frequently.

While I typically haven't covered Microsoft's quarters in the past (I did do a Deep Dive in April 2023), I intend to start covering their quarterly earnings as well from next quarter. One of the big tech companies I have never covered at all in MBI Deep Dives is Nvidia. I hope to do a Deep Dive on Nvidia later this year. These big tech companies are clearly the most important companies, and without following them closely, it will increasingly create wider gaps in understanding the broader economy and the world. Therefore, I expect myself to be diligent in filling these gaps over time.

Finally, for new subscribers, I would like to let you know that you can access the full library of Deep Dives, including excel models, here.

Thank you for your support!