August, 2024 Update
Just a few quick updates for this month:
- While I said last month that I would like to cover another healthcare company in August, I have changed my mind and would rather do a Deep Dive on EssilorLuxottica. Considering they may be an interesting piece of the value chain in AR glasses, I would like to have a deeper understanding of the overall industry. I expect to publish the Deep Dive by 25th of this month.
- If you missed my earnings updates so far this quarter, you can read them here: Alphabet, Amazon, and Meta. I would also encourage you to go through this thread on Meta's follow-up call.
- While I didn't publish these on the website, I have tweeted about earnings on some of the other companies that I own: Bioprocessing (Danaher and Sartorius), CoStar, Texas Instruments, Insurance Brokers (AON and BRO), and Sherwin Williams. While Lululemon didn't have earnings yet, the stock continued to its downward trajectory on which I have shared some thoughts here.
- Last month, I also appeared on the podcast: Liberty's Highlights to discuss semiconductors. You can find the podcast here.
- For the new readers, you can access all the past 49 Deep Dives, including excel models, here.
Thank you for supporting MBI Deep Dives. I appreciate it very much.