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Welcome to MBI Deep Dives.

I publish one in-depth research on a publicly listed company every month. Subscribers can download the pdf of the deep dives as well as detailed financial models, all of which can be found here. Free subscribers receive earnings recap for the companies I personally own. Please email rezwan@mbi-deepdives.com for any queries, or just drop a message on twitter.

Free subscribers can also access sample deep dives: Uber, Etsy, Lululemon, Roku, Meta.

I disclose my portfolio holdings every month. 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.

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

To know more about MBI, click here. Follow MBI on twitter or LinkedIn.

Paid subscribers can access the deep dives, along with excel models, of the following companies: Uber, Etsy, Lululemon, Angi, Ansys, Autodesk, Copart, Shopify, Otis, CrowdStrike, Roku, Boeing, Square, Trupanion, RH, Spotify, Pinterest, Twilio, Constellation Software, Ethereum, Adyen, PayPal, and Danaher. You can download PDF of the deep dives as well as excel models for each here. The next deep dive on Adobe will be published on August 22nd.

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