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I publish one in-depth research on a publicly listed company every month. Subscribers can not only access the full library of content but also download detailed financial models, all of which can be found here. From August 2022, you can also listen to the audio version of the Deep Dives.

Anyone can access these sample deep dives to understand what a typical Deep Dive looks like: Adobe, Roku, Airbnb, Sherwin Williams, Meta.

Subscribers also receive an email everyday on companies I follow or/and content I find interesting.

I disclose my portfolio holdings everyday in my daily email so that you are well aware of any potential conflict of interest. Please note that these are NOT my recommendation to buy/sell these securities, but just disclosure from my end so that you can assess potential biases that I may have because of my own personal portfolio holdings. Always consider my write-up as my personal investing journal and never forget my objectives, risk tolerance, and constraints may have no resemblance to yours. MBI Deep Dives is NOT a stock picking service, rather an investment research service.

I, along with David Kim from Scuttleblurb, launched a podcast in December 2024. We are doing one episode per month. You can listen to the episodes here: Spotify, Apple, RSS feed

You may also consider reading MBI’s research process, and approach to valuation.