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November, 2024 Update
Some quick updates for this month.
I am currently working on Oracle Corporation (Ticker: ORCL), and I expect to publish my Deep Dive on Oracle by November 26th.
While I mentioned earlier that I would work on a couple more semiconductor companies this year, I am shifting it to next
Amazon 3Q'24 Update
Disclosure: I own Jan 2025 $55 call options of Amazon
Like clockwork, Amazon has posted another impressive quarter. Every part of the business seems to be trending well, and moving in the right direction.
Here are my highlights from today’s call.
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Revenue
Except 1P, every segment of the
Meta 3Q'24 Update
Disclosure: I own shares of Meta Platforms
Meta’s earnings was fine. But there is almost a certain sense of exhaustion in terms of reaction to Big Tech earnings this quarter so far.
Here are my highlights from today’s call.
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Users
Daily Active People (DAP) across its Family
Alphabet 3Q'24 Update
Alphabet had a pretty impressive quarter!
Here’s my highlights from the earnings.
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Revenue
Let’s start with not-so-good news. For the 9th consecutive quarters, Google Network revenue kept declining. Everything else is good news. Despite all the disruption narrative, Search keeps humming along. YouTube is doing okay. But
Why I am buying AppFolio
Today, I have started a ~3% position in AppFolio (APPF) at $214.2/share. Back in February this year, I published my Deep Dive on AppFolio. Since then, the stock has underperformed both S&P 500 and QQQ by more than 20%.
For the uninitiated, I would encourage you
UMG: The Sound of Music
You can listen to this Deep Dive here
On a podcast in 2022, Ted Gioia, who wrote 12 books on Music, aptly captured music's essence in our lives:
“I've always tried to dig into why music is important, Why is it a key part of our
October, 2024 Update
Just a very quick update for this month.
I am currently working on Universal Music Group (UMG), and I expect to publish my Deep Dive on UMG by October 25th.
Following UMG, I hope to work on Oracle Deep Dive next month.
For new subscribers, I would like to highlight
Veeva: Durable Vertical Cloud Platform
You can listen to this Deep Dive here
Peter Gassner, founder and CEO of Veeva Systems, apparently had a deep aversion to following the herd from his early childhood. True to his instinct, while in first grade he let his parents know that he doesn’t want to learn how
Some more thoughts on Dollar General
After Dollar General’s (DG) disastrous earnings couple of weeks ago, I was quite concerned about their prospects in the near-term. However, a week later after digesting through Dollar Tree (DLTR) as well as DG management’s explanation in the Goldman Sachs Retailing Conference, I have updated some of my
September, 2024 Update
First things first, I am currently working on Veeva Systems (Ticker: VEEV) which I expect to publish by 25th of this month.
Exactly four years ago, I launched MBI Deep Dives to, frankly speaking, help pay off my student loan. Not only did it help completely pay off my loans,