MBI Deep Dives (Page 2)

Latest Posts

March, 2025 Update

A few quick updates for this month: I am going to publish my Deep Dive on Illumina by 25th of this month. I'm frequently asked about the tools I use in my research process. In my recent podcast, David Kim from Scuttleblurb and I tackle that question. Moreover,

Amazon: 2025 Update

Disclosure: I own shares of Amazon Amazon, once a scrappy online bookseller, has long since shed its modest origins, revealing itself as something far more elemental: a relentless, ever-multiplying force of commerce and technology. Like an ancient hydra, each time it masters one domain, another head emerges: from e-commerce to

Meta Platforms: 2025 Update

Disclosure: I own shares of Meta Platforms Meta’s stock is on a tear. The stock has ended higher in the last 19 consecutive trading sessions. It is by far the best stock among the “magnificent seven” so far this year. Of my almost seven years of being a Meta

Amazon 4Q'24 Update

Disclosure: I own shares of Amazon I know Amazon stock went down by ~4% after-hours, but I actually liked the quarter. Here are my highlights from today’s call. Subscribe Revenue Amazon faced ~900 Mn FX headwind in 4Q’24 which was ~700 mn higher than assumed. For the third

Alphabet 4Q'24 Update

Alphabet had bit of a mixed earnings call. While there were some encouraging data points related to the future of search, their tone in the near-term outlook clamped down on the enthusiasm a bit. Here’s my highlights from the earnings. Subscribe Revenue Alphabet maintained their low double digit revenue

February, 2025 Update

Few quick updates for this month: 1. In February, I will do my annual, more detailed updates on Meta Platforms, and Amazon. I expect to publish my update on Meta by the end of next week, and hope to publish Amazon update the week after that. In the meantime, I

Meta 4Q'24 Update

Disclosure: I own shares of Meta Platforms “This is going to be a really big year. I know it always feels like every year is a big year, but more than usual, it feels like the trajectory for most of our long-term initiatives is going to be a lot clearer

Big Tech's Deteriorating Earnings Quality

Disclosure: I own shares of Meta Platforms, and Amazon Almost one and half years ago, I wrote about “The Curious Case of Big Tech”, in which I highlighted that much of the big tech was actually “deep value” investments back in 2013. In fact, I also mentioned “Meta, and Amazon

IDEXX: Leading the Humanization of Pet Care Through Diagnostics

You can listen to this Deep Dive here A couple of weeks ago, Instagram showed me this funny reel: 0:00 /1:21 1× Like most good comedy bit, it is funny probably because there is an element of truth to it. As a society, we are increasingly humanizing our

2024 Annual Letter

2024 was a rare trifecta of wins in all three fronts: personal, business, and investing! MBI Deep Dives reached almost $320k Annualized Recurring Revenue (ARR) this year, compounding at ~23% CAGR over the last four years! I would not believe if someone told me in 2020 that I would be