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A collection of 3 issues

"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. However, since I started publishing daily in July last year, it

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. Songhurst invested in 483 companies, and it is one of the best episodes I have listened to in this year. At one point he mentioned the

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. The goal is to build some sort of mapping of different businesses in my head so that it gets easier to connect the