MBI Deep Dives (Page 38)

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December, 2024 Update

Some quick updates for this month. I am currently working on Maravai Lifesciences (Ticker: MRVI), and I expect to publish my Deep Dive later this month. I plan on covering earnings of Dollar General and Lululemon this week. Since DG has become somewhat unimportant holdings for me at this point,

Oracle: Ellison's Voyage to Software and Beyond

You can listen to this Deep Dive here (Note: while I usually use my own AI voice to narrate the Deep Dive, I have decided to use a "professional AI voice" and utilized a different AI tool this time. It's better.) “Why do we do these

November, 2024 Update

Some quick updates for this month. I am currently working on Oracle Corporation (Ticker: ORCL), and I expect to publish my Deep Dive on Oracle by November 26th. While I mentioned earlier that I would work on a couple more semiconductor companies this year, I am shifting it to next

Amazon 3Q'24 Update

Disclosure: I own Jan 2025 $55 call options of Amazon Like clockwork, Amazon has posted another impressive quarter. Every part of the business seems to be trending well, and moving in the right direction. Here are my highlights from today’s call. Subscribe Revenue Except 1P, every segment of the

Meta 3Q'24 Update

Disclosure: I own shares of Meta Platforms Meta’s earnings was fine. But there is almost a certain sense of exhaustion in terms of reaction to Big Tech earnings this quarter so far. Here are my highlights from today’s call. Subscribe Users Daily Active People (DAP) across its Family

Alphabet 3Q'24 Update

Alphabet had a pretty impressive quarter! Here’s my highlights from the earnings. Subscribe Revenue Let’s start with not-so-good news. For the 9th consecutive quarters, Google Network revenue kept declining. Everything else is good news. Despite all the disruption narrative, Search keeps humming along. YouTube is doing

Why I am buying AppFolio

Read my updated thoughts here Today, I have started a ~3% position in AppFolio (APPF) at $214.2/share. Back in February this year, I published my Deep Dive on AppFolio. Since then, the stock has underperformed both S&P 500 and QQQ by more than 20%. For the

UMG: The Sound of Music

You can listen to this Deep Dive here On a podcast in 2022, Ted Gioia, who wrote 12 books on Music, aptly captured music's essence in our lives: “I've always tried to dig into why music is important, Why is it a key part of our

October, 2024 Update

Just a very quick update for this month. I am currently working on Universal Music Group (UMG), and I expect to publish my Deep Dive on UMG by October 25th. Following UMG, I hope to work on Oracle Deep Dive next month. For new subscribers, I would like to highlight

Veeva: Durable Vertical Cloud Platform

You can listen to this Deep Dive here Peter Gassner, founder and CEO of Veeva Systems, apparently had a deep aversion to following the herd from his early childhood. True to his instinct, while in first grade he let his parents know that he doesn’t want to learn how