Alphabet 3Q'23 Update

Disclosure: I am long shares and Jan 2025 $50 Call Options of Alphabet While Google Service segment did just fine, Google Cloud’s pace of deceleration in topline was a bit disappointing. Here are my highlights from Alphabet’s call tonight. Subscribe Revenue After four consecutive quarters of single digit

Spotify 3Q'23 Update

Disclosure: I own shares of Spotify We walked into 2023 thinking we would do just over 20 million in net subscriber adds for the full year, but we're actually on track to deliver 30 million, which is a significant beat from where we thought we would be. I’

Enphase Energy: A Solar Roller Coaster

You can listen to the Deep Dive here If you invested $1,000 in Enphase Energy’s IPO in 2012, you would have only ~$140 left in 2016. That $140, if left untouched, would then become ~$44,000 by the end of 2022, a mind boggling >300-bagger stock in

Forward Cap and MBI Discuss Tesla

One of the joys of writing about publicly listed companies at a very accessible price point is the interaction with other intelligent and curious readers. I routinely learn a lot from these interactions and MBI Deep Dives is a better product because of these interactions. After I published my Deep

Tesla: A Bet on Dominance in Potentially Compelling Megatrend(s)

You can listen to the Deep Dive here “…if someone in the year 1900 had to bet on the outcome of the battle between external steam combustion, internal gasoline combustion, and electricity as the future standard for powering cars, they’d have probably put their money on electricity. And at

September Update

Exactly three years ago, I launched MBI Deep Dives in September, 2020. Thanks to your support, I have been able to keep at it for the past thirty six months writing Deep Dives every single month. I have never had as much fun as I have had "working"

The Curious Case of Big Tech

Disclosure: Nearly 60% of my personal portfolio is invested in Meta, Amazon, and Alphabet “Most people overestimate what they can achieve in a year and underestimate what they can achieve in ten years.” While most market participants want to focus on what happens next quarter or the next year, it

Dollar General: Rural America's Retailer

You can listen to the Deep Dive here I am not sure how many of my readers ever set their foot in a Dollar Store in America, but there are more Dollar Stores in the US than Starbucks, Walmart, and McDonald's combined. Dollar General is the leading Dollar

Amazon 2Q'23 Earnings Update

Disclosure: I own shares, and Jan 2025 $55 call options of Amazon This was perhaps the best Amazon earnings call from my recent memory, especially on Amazon Retail. Not surprising that the stock was +8% in after hours. Here are my highlights from tonight’s call. Subscribe Revenue 3P, subscription,

Meta 2Q'23 Earnings Update

Disclosure: I own shares, and Jan 2025 $50 call options of Meta While the stock is up +6-7% after hours, I found some mixed signals on this call to keep both bulls and bears interested. In any case, I have never found Meta’s earnings calls monotonous! Here are my