"MBI" Skill for Claude and Codex Today’s post is about how to get more out of MBI Deep Dives. When MBI Deep Dives was only about the monthly Deep Dives, it wasn’t very difficult to keep track of everything I was writing about.
My Approach to Valuation On July 07, 2020, Charlie Songhurst, former Head of Strategy at Microsoft, appeared at Patrick O’Shaughnessy’s podcast “Invest Like the Best”. Mr.
My Research Process Before I explain my process, let me elaborate how I pick companies for the deep dives. My general starting point is the companies I am curious about.