MBI Deep Dives
Subscribe
Sign in
Home
Podcast
Deep Dives
Models
Portfolio
Twitter Threads
Archive
Leaderboard
About
Start Here
Welcome to MBI Deep Dives. I publish one in-depth research on a publicly listed company every month. Subscribers can not only access the full library of…
Mar 12, 2023
•
MBI Deep Dives
12
1
Latest
Top
Discussions
TSMC's Green Signal
A Programming Note: I will take a personal day tomorrow, so there won’t be any new post tomorrow.
Jan 16
•
MBI Deep Dives
2
Airbnb: Inbound Headwinds, AI Moat Question, and a CTO Shakeup
The travel industry has received some not-so-encouraging news in the last couple of days.
Jan 15
•
MBI Deep Dives
1
1
"File over App", Veeva at JPM Healthcare Conference
Back in 2023, Steph Ango, CEO of Obsidian, wrote an intriguing piece titled “File over app”.
Jan 14
•
MBI Deep Dives
2
3
2
The Ecosystem Advantage: Part 2
While explaining Alphabet’s “ecosystem advantage”, I mentioned “the real advantage of Google is its ability to monetize Gemini through ads even though…
Jan 13
•
MBI Deep Dives
4
1
China's Rise in Innovation Ladder and Questions for ASML
JP Morgan in its recent “2026 Eye on the Market Outlook” discussed four specific “What Could Go Wrong” for the market over the medium term.
Jan 12
•
MBI Deep Dives
1
Software in Crosshairs: Part 2
After publishing “Software in Crosshairs” last week, I received some interesting feedback.
Jan 11
•
MBI Deep Dives
4
2
"The Compute Theory of Everything"
One of my favorite recent genre of content these days is annual reflection from AI researchers.
Jan 10
•
MBI Deep Dives
9
2
See all
MBI Deep Dives
Investment Research
Subscribe
Recommendations
View all 9
scuttleblurb
scuttleblurb
Liberty’s Highlights
Liberty
Bristlemoon Capital
Bristlemoon Capital
TSOH Investment Research (Alex Morris)
TSOH Investment Research
Speedwell Memos
Speedwell Research
MBI Deep Dives
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
