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MBI Deep Dives

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MBI Deep Dives has 294 stock analyses indexed on RhinoInvestory, covering 66 companies across Communication Services, Consumer Discretionary, Consumer Staples and 4 more. Published Sep 2020 – Aug 2026.

Sectors Covered

Communication ServicesConsumer DiscretionaryConsumer StaplesFinancialsHealth CareIndustrialsInformation Technology

Countries Covered

CanadaFranceNetherlandsSwedenTaiwanUKUS

Stock Analyses by MBI Deep Dives

Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability

Figma ($FIG) • Published: 2026-08-10

Shopify 2Q'26: Sustained Miraculous Growth

Shopify ($SHOP) • Published: 2026-08-08

Airbnb 2Q'26: Widening the Gap with Booking

Booking Holdings • Published: 2026-08-07

DoorDash 2Q'26: Growth Beyond the Restaurant

DoorDash ($DASH) • Published: 2026-08-06

Spotify 2Q'26: Pressing the Monetization Lever

Spotify ($SPOT) • Published: 2026-08-05

FICO FY 3Q'26: Welcome to "Gaming"

FICO • Published: 2026-08-04

Meta's "True" ROIC, and Some Notes from Meta and Alphabet's 10-Qs

Alphabet ($GOOGL) • Published: 2026-08-03

Floor & Decor 2Q'26: Tentative Green Shoots

Floor and Decor ($FND) • Published: 2026-08-02

Amazon 2Q'26: AWS Gets the Love

Amazon ($AMZN) • Published: 2026-07-31

Meta 2Q'26: Not Amazing, Not Bad, and Still Compelling

Meta Platforms ($META) • Published: 2026-07-30

DoorDash: The Infrastructure of Local Commerce

DoorDash ($DASH) • Published: 2026-07-28

DoorDash

DoorDash ($DASH) • Published: 2026-07-28

Tesla and SpaceX's Likely Merger, Portfolio Change

SpaceX • Published: 2026-07-24

Danaher 2Q'26: Yet Another "Meh" Quarter

Danaher • Published: 2026-07-22

The Geopolitics of Open Weights

OPEN • Published: 2026-07-21

TSMC 2Q'26: Stratospheric Margins Amidst the AI Super Cycle

TSMC ($TSM) • Published: 2026-07-17

ASML 2Q'26: Time to Flex Pricing Power

ASML Holding N.V. • Published: 2026-07-16

Airbnb’s Cost of Market Creation and Regulatory Survival

Airbnb ($ABNB) • Published: 2026-07-15

Meta On the Offense!

Meta Platforms ($META) • Published: 2026-07-10

"Never Sell" Episode: Scuttleslops, OpenAI Valuation, Ryan Specialty

OpenAI • Published: 2026-06-29

Asian Century StocksAsian Century StocksBaFin - Managers' transactionsAtom FinanceRhinoInsightRhinoInsightAmibrokerBizTocHeavy Moat InvestmentsHeavy Moat InvestmentsAlphaSenseA Peek Behind the NumbersCapital CyclistsCapital CyclistsCapital Employed FMCapital Employed FMThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetForward GuidanceForward GuidanceBeyondSPXBusiness BreakdownsBusiness BreakdownsFinPodFinPodBehind the Balance SheetBenzingaBloomberg NewsBloomberg TerminalFresh InvestFresh InvestCapital AllocatorsCapital AllocatorsBamSECBeehiivBejaminAICompound & FireBehind the Balance SheetBehind the Balance Sheet41investments41investmentsAcquiredAcquiredFoundersFoundersAsian Century StocksAsian Century StocksBaFin - Managers' transactionsAtom FinanceRhinoInsightRhinoInsightAmibrokerBizTocHeavy Moat InvestmentsHeavy Moat InvestmentsAlphaSenseA Peek Behind the NumbersCapital CyclistsCapital CyclistsCapital Employed FMCapital Employed FMThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetForward GuidanceForward GuidanceBeyondSPXBusiness BreakdownsBusiness BreakdownsFinPodFinPodBehind the Balance SheetBenzingaBloomberg NewsBloomberg TerminalFresh InvestFresh InvestCapital AllocatorsCapital AllocatorsBamSECBeehiivBejaminAICompound & FireBehind the Balance SheetBehind the Balance Sheet41investments41investmentsAcquiredAcquiredFoundersFoundersAsian Century StocksAsian Century StocksBaFin - Managers' transactionsAtom FinanceRhinoInsightRhinoInsightAmibrokerBizTocHeavy Moat InvestmentsHeavy Moat InvestmentsAlphaSenseA Peek Behind the NumbersCapital CyclistsCapital CyclistsCapital Employed FMCapital Employed FMThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetForward GuidanceForward GuidanceBeyondSPXBusiness BreakdownsBusiness BreakdownsFinPodFinPodBehind the Balance SheetBenzingaBloomberg NewsBloomberg TerminalFresh InvestFresh InvestCapital AllocatorsCapital AllocatorsBamSECBeehiivBejaminAICompound & FireBehind the Balance SheetBehind the Balance Sheet41investments41investmentsAcquiredAcquiredFoundersFounders