MBI Deep Dives
SubstackArticles
294
Companies covered
66
Sectors
7
Countries
7
Research Articles
Shopify 2Q'26: Sustained Miraculous Growth
Aug 8, 2026
Airbnb 2Q'26: Widening the Gap with Booking
Aug 7, 2026
DoorDash 2Q'26: Growth Beyond the Restaurant
Aug 6, 2026
FICO FY 3Q'26: Welcome to "Gaming"
Aug 4, 2026
Floor & Decor 2Q'26: Tentative Green Shoots
Aug 2, 2026
Amazon 2Q'26: AWS Gets the Love
Jul 31, 2026
DoorDash: The Infrastructure of Local Commerce
Jul 28, 2026
DoorDash
Jul 28, 2026
Danaher 2Q'26: Yet Another "Meh" Quarter
Jul 22, 2026
The Geopolitics of Open Weights
Jul 21, 2026
ASML 2Q'26: Time to Flex Pricing Power
Jul 16, 2026
Meta On the Offense!
Jul 10, 2026
Spotify Model Update
Jun 23, 2026
Some Notes from Spotify's 2026 Investor Day
Jun 22, 2026
Airbnb's Fintech Opportunity
Jun 20, 2026
Shopify at the E-com OS Layer
Jun 19, 2026
What's Embedded in OpenAI's Stock Price?
Jun 18, 2026
Airbnb's Incentives
Jun 17, 2026
Meta's Myriad Questions
Jun 15, 2026
Adobe's Continued Deceleration
Jun 13, 2026
FICO: The Contestable Monopoly?
Jun 9, 2026
Veeva 1Q'26: Strong Present, Patient Future
Jun 8, 2026
Airbnb's Soul Search Beyond Homes
May 21, 2026
FICO: Deconstructing the Monopoly Margins
May 20, 2026
FICO: Pricing the Standard
May 15, 2026
Meta 1Q'26: Nothing to Complain About
Apr 30, 2026
Spotify 1Q'26: Recalibrating Expectations
Apr 29, 2026
Roblox
Apr 28, 2026
Tesla's Terafab Dream
Apr 23, 2026
Danaher 1Q'26 Update
Apr 22, 2026
Meta's Heterogeneous Fleet
Apr 21, 2026
TSMC 1Q'26 Update
Apr 17, 2026
ASML 1Q'26 Update
Apr 16, 2026
Follow-up on Floor & Decor
Mar 26, 2026
Why I am buying Floor & Decor
Mar 23, 2026
OpenAI's Dilemma
Mar 17, 2026
Veeva Model Update
Mar 15, 2026
Meta at the AI Crossroads
Mar 14, 2026
Editing Adobe
Mar 13, 2026
Meta's Chip Resilience
Mar 12, 2026
Veeva FY4Q'26 Update
Mar 5, 2026
Meta’s AI Advantage is "In the Water"
Feb 28, 2026
The Nvidia Math
Feb 26, 2026
Scuttleblurb on Veeva
Feb 24, 2026
Alphabet: From Search to AI to "AGI"
Feb 23, 2026
Walmart’s Trillion-Dollar Mojo
Feb 21, 2026
Airbnb 4Q'25 Update
Feb 13, 2026
Shopify's Miraculous Momentum
Feb 12, 2026
Spotify's Teachable Moments
Feb 11, 2026
Amazon: 2026 Update
Feb 9, 2026
Amazon 4Q'25 Update
Feb 6, 2026
Alphabet 4Q'25 Update
Feb 5, 2026
Betting Big on Meta
Feb 2, 2026
Microsoft in the "Dance Floor"
Jan 30, 2026
Meta 4Q'25 Update
Jan 29, 2026
Texas Instruments 4Q'25 Update
Jan 28, 2026
TSMC's Green Signal
Jan 16, 2026
Alphabet's Alpha Bet
Jan 6, 2026
Veeva's Opportunity in Clinical Software
Dec 22, 2025
Veeva Update
Dec 20, 2025
CoStar and Zillow's Google Risk
Dec 16, 2025
Booking on the Offense
Dec 14, 2025
Synopsys' Pricing Evolution in Design IP
Dec 13, 2025
Lululemon's Succession
Dec 12, 2025
Adobe and Figma's Divergent Path
Dec 11, 2025
My experience on Airbnb Experience: Part 2
Dec 6, 2025
Behind the scenes: Airbnb vs Booking
Dec 1, 2025
Solving the "DoorDash Problem"
Nov 25, 2025
Booking: The shareholder friendly OTA king
Nov 24, 2025
Booking Holdings
Nov 24, 2025
Meta's biggest competitor(s)
Nov 22, 2025
Walmart and Target CY 3Q'25 Earnings
Nov 21, 2025
Meta's GEM
Nov 14, 2025
Constellation Software 3Q'25
Nov 10, 2025
Shopify 3Q'25 Update
Nov 5, 2025
Alphabet 3Q'25 Update
Nov 1, 2025
Amazon 3Q'25 Update
Oct 31, 2025
Meta 3Q'25 Update
Oct 30, 2025
Amazon marketplace trends
Oct 28, 2025
Amazon's robot army
Oct 26, 2025
Airbnb's bet on anti-trend
Oct 23, 2025
Texas Instruments 3Q'25 Update
Oct 22, 2025
Danaher 3Q'25 Update
Oct 21, 2025
TSMC's Margins
Oct 19, 2025
Sartorius 3Q'25 Update
Oct 17, 2025
ASML's China question
Oct 16, 2025
Airbnb's mix shift
Oct 7, 2025
OpenAI's admirable pace of iterations
Oct 4, 2025
Airbnb Model Update
Oct 1, 2025
ASML
Sep 25, 2025
Nvidia and OpenAI's Gambit
Sep 24, 2025
Airbnb's Evolution
Sep 23, 2025
My Experience on Airbnb Experience
Sep 21, 2025
Thoughts on Meta Connect 2025
Sep 18, 2025
Amazon's "unfair" advantage in advertising
Sep 17, 2025
Airbnb's untapped monetization lever(s)
Sep 13, 2025
Why Synopsys Sank
Sep 11, 2025
More Alphabet!
Sep 10, 2025
Google's evolving TPU strategy
Sep 7, 2025
Lululemon 2Q'25 Update
Sep 5, 2025
Why I bought more Alphabet!
Sep 3, 2025
Google's "first mistake"
Aug 30, 2025
Meta's (lack of) Agency
Aug 28, 2025
Amazon's Ambition in Groceries: Part 2
Aug 27, 2025
Airbnb's unique demand driver
Aug 23, 2025
Walmart and Target Earnings
Aug 22, 2025
Union Pacific
Aug 20, 2025
Amazon's Ambition in Groceries: Part 1
Aug 17, 2025
Shopify's Surprise, XPEL 2Q'25
Aug 9, 2025
Airbnb 2Q'25 Update
Aug 7, 2025
Microsoft FY2025 Update
Aug 2, 2025
Amazon 2Q'25, Portfolio Change
Aug 1, 2025
Meta Ray-Ban, Ads in AI Chats
Jul 29, 2025
Google's response, Lululemon Community
Jul 28, 2025
Texas Instruments 2Q'25 Update
Jul 25, 2025
Alphabet 2Q'25, Corpay M&A, Portfolio Changes
Jul 24, 2025
Danaher 2Q'25 Update
Jul 23, 2025
APi Group
Jun 24, 2025
Lululemon 1Q'25 Update
Jun 6, 2025
Perimeter Solutions
May 21, 2025
Amazon 1Q'25 Update
May 2, 2025
Meta 1Q'25 Update
May 1, 2025
Synopsys: Harnessing Complexity
Apr 25, 2025
Synopsys
Apr 25, 2025
Alphabet 1Q'25 Update
Apr 25, 2025
Back to Google!
Apr 4, 2025
Lululemon 4Q'24 Update
Mar 28, 2025
Amazon: 2025 Update
Feb 20, 2025
Meta Platforms: 2025 Update
Feb 14, 2025
Amazon 4Q'24 Update
Feb 7, 2025
Alphabet 4Q'24 Update
Feb 5, 2025
Meta 4Q'24 Update
Jan 30, 2025
IDEXX Laboratories
Jan 23, 2025
Lululemon 3Q'24 Update
Dec 6, 2024
Oracle: Ellison's Voyage to Software and Beyond
Nov 25, 2024
Oracle
Nov 25, 2024
Amazon 3Q'24 Update
Nov 1, 2024
Meta 3Q'24 Update
Oct 31, 2024
Alphabet 3Q'24 Update
Oct 30, 2024
Veeva: Durable Vertical Cloud Platform
Sep 23, 2024
Veeva
Sep 23, 2024
Lululemon 2Q'24 Update
Aug 30, 2024
Dollar General 2Q'24 Update
Aug 29, 2024
EssilorLuxottica
Aug 23, 2024
Amazon 2Q'24 Update
Aug 2, 2024
Meta 2Q'24 Update
Aug 1, 2024
Alphabet 2Q'24 Update
Jul 24, 2024
Sartorius
Jul 22, 2024
Lululemon 1Q'24 Update
Jun 6, 2024
Dollar General 1Q'24 Update
May 30, 2024
TSMC: The Most Mission-Critical Company on Earth
May 24, 2024
TSMC
May 24, 2024
Amazon 1Q'24 Update
May 1, 2024
Alphabet 1Q'24 Update
Apr 26, 2024
Meta 1Q'24 Update
Apr 25, 2024
Texas Instruments
Apr 22, 2024
Dollar General 4Q'23 Update
Mar 14, 2024
Spotify 4Q'23 Update
Feb 7, 2024
Amazon: Model Update (2024)
Feb 6, 2024
Meta Platforms: Model Update
Feb 5, 2024
Amazon 4Q'23 Update
Feb 2, 2024
Meta 4Q'23 Update
Feb 2, 2024
Alphabet 4Q'23 Update
Jan 31, 2024
Floor & Decor: A Special Specialty Retailer
Dec 22, 2023
Floor & Decor
Dec 22, 2023
Dollar General 3Q'23 Update
Dec 7, 2023
Amazon 3Q'23 Update
Oct 27, 2023
Meta 3Q'23 Update
Oct 26, 2023
Alphabet 3Q'23 Update
Oct 25, 2023
Spotify 3Q'23 Update
Oct 24, 2023
Enphase Energy: A Solar Roller Coaster
Oct 23, 2023
Enphase Energy
Oct 23, 2023
Forward Cap and MBI Discuss Tesla
Oct 5, 2023
Tesla
Sep 25, 2023
Dollar General: Rural America's Retailer
Aug 18, 2023
Dollar General
Aug 18, 2023
Amazon 2Q'23 Earnings Update
Aug 4, 2023
Meta 2Q'23 Earnings Update
Jul 27, 2023
Alphabet 2Q'23 Earnings Update
Jul 26, 2023
Spotify 2Q'23 Earnings Update
Jul 25, 2023
Meta's Achilles Heel(s)
Jun 27, 2023
Meta's Moat
Jun 19, 2023
Adobe 2Q'23 Update
Jun 16, 2023
Amazon 1Q'23 Earnings Update
Apr 28, 2023
Meta 1Q'23 Earnings Update
Apr 27, 2023
Alphabet 1Q'23 Earnings Update
Apr 26, 2023
Spotify 1Q'23 Earnings Update
Apr 25, 2023
Microsoft: The Quintessential Technology Company
Apr 24, 2023
Microsoft
Apr 24, 2023
Readers' Feedback, and A Simpler Amazon Model
Mar 30, 2023
Amazon Update (amended)
Mar 24, 2023
Amazon Update
Mar 23, 2023
Adobe 1Q'23 Update
Mar 16, 2023
Alphabet Update
Mar 10, 2023
Meta Needs A Decade Of Efficiency
Mar 1, 2023
Autodesk 4Q'FY23 Update
Feb 24, 2023
Fastenal
Feb 21, 2023
Fastenal: Compounding Nuts and Bolts
Feb 21, 2023
Shopify 4Q'22 Earnings Update
Feb 16, 2023
Amazon 4Q'22 Earnings Update
Feb 3, 2023
Alphabet 4Q'22 Earnings Update
Feb 3, 2023
Meta 4Q'22 Earnings Update
Feb 2, 2023
Spotify 4Q'22 Earnings Update
Jan 31, 2023
Speedwell and MBI discuss Meta Platforms
Jan 24, 2023
Hilton
Jan 20, 2023
Adobe 4Q'22 Update
Dec 16, 2022
Autodesk 3Q'FY 2023 Earnings Update
Nov 23, 2022
Datadog
Nov 18, 2022
Amazon 3Q'22 Earnings Update
Oct 28, 2022
Shopify 3Q'22 Earnings Update
Oct 27, 2022
Meta 3Q'22 Earnings Update
Oct 27, 2022
Spotify 3Q'22 Earnings Update
Oct 26, 2022
Alphabet 3Q'22 Earnings Update
Oct 26, 2022
Adobe Update
Oct 21, 2022
Airbnb
Oct 19, 2022
Cloudflare
Sep 21, 2022
Cloudflare: Helping to Build a Better Internet
Sep 20, 2022
Autodesk 2Q'FY 2023 Earnings Update
Aug 25, 2022
Adobe
Aug 23, 2022
Adobe: A Software Giant from the 80s
Aug 22, 2022
Amazon 2Q'22 Earnings Update
Jul 29, 2022
Meta 2Q'22 Earnings Update
Jul 28, 2022
Shopify 2Q'22 Earnings Update
Jul 27, 2022
Spotify 2Q'22 Earnings Update
Jul 27, 2022
Alphabet 2Q'22 Earnings Update
Jul 27, 2022
Danaher: A compounding machine over four decades
Jul 21, 2022
PayPal: Beyond the Button
Jun 21, 2022
Adyen: The “Navy SEAL” Team of Payments
May 20, 2022
What’s embedded in Meta’s stock price?
Mar 16, 2022
Pinterest: Building the taste graph
Jan 20, 2022
Spotify: Play the Audio
Dec 15, 2021
Why I sold Etsy
Oct 8, 2021
The cult of Lululemon is alive and kicking
Jun 16, 2021
Shopify: The Anti-Amazon Protagonist
Apr 9, 2021
Deep Dive on ANGI
Dec 4, 2020
The Economics of the Cult of Lululemon
Nov 6, 2020
Deep Dive on Uber
Sep 8, 2020
