Deep Dives
Each deep dive will be accompanied by a detailed excel model every month. You can find the models on this page. Download the model to play around with the assumptions to build your own narrative. Make sure you understand the narrative well before you get your hands on the excel file. Anyone can make a DCF sing and it can potentially become a tool for confirming your biases. I have kept the model relatively simple so that people with even basic understanding of Excel can find it easy to navigate.
Link of the full Deep Dives (chronological order)
- Sep'20: UBER
- Oct'20: ETSY (Update: Here)
- Nov'20: LULU (Update: Here)
- Dec'20: ANGI
- Jan' 21: ANSS
- Feb'21: CPRT
- Mar'21: ADSK
- Apr'21: SHOP
- May'21: OTIS
- Jun'21: CRWD
- Jul'21: ROKU
- Aug'21: BA
- Sep'21: SQ
- Oct'21: TRUP
- Nov'21: RH
- Dec'21: SPOT
- Jan'22: PINS
- Feb'22: TWLO
- Mar'22: CSU
- Apr'22: ETH
- May'22: ADYEY
- Jun'22: PYPL
- Jul'22: DHR
- Aug'22: ADBE (Update: Here, and Here)
- Sep'22: NET
- Oct'22: ABNB
- Nov'22: DDOG
- Dec'22: SHW
- Jan'23: HLT
- Feb'23: FAST
- Mar'23: META (Update: 2024, 2025)
- Mar'23: GOOG
- Mar'23: AMZN (Update: Here, and Here, 2024, 2025)
- Apr'23: MSFT
- May'23: TYL
- Jun'23: BRO
- Jul'23: CSX
- Aug'23: DG
- Sep'23: TSLA
- Oct'23: ENPH
- Nov'23: FLT/CPAY
- Dec'23: FND
- Jan'24: CSGP
- Feb'24: APPF (Update here)
- Mar'24: Semiconductor Primer
- Apr'24: TXN
- May'24: TSM
- Jun'24: IQV
- Jul'24: DIM
- Aug'24: ESLOY
- Sep'24: VEEV
- Oct'24: UMG
- Nov'24: ORCL
- Dec'24: MRVI
- Jan'25: IDXX
- Feb'25: Update on META and AMZN
- Mar'25: ILMN
- Apr'25: SNPS
- May'25: PRM
- Jun'25: APG
If you want to share with a colleague/friend to encourage them to subscribe to my future deep dives, please feel free to do so. Sharing snippets of the deep dive on social media is also totally fine.
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