December, 2024 Update

Some quick updates for this month.

I am currently working on Maravai Lifesciences (Ticker: MRVI), and I expect to publish my Deep Dive later this month.

I plan on covering earnings of Dollar General and Lululemon this week. Since DG has become somewhat unimportant holdings for me at this point, I will share my notes and brief thoughts on DG's earnings in our WhatsApp community; join the community if you haven't already. I will, however, cover Lululemon earnings in detail on the website.

As I do after every month, I have disclosed my updated portfolio here. After receiving some feedback, I have now included a more granular breakdown of the portfolio on the "Portfolio" tab of the website itself. While this disclosure is not new since I have disclosed this at the end of my monthly Deep Dives, it is more convenient for readers to quickly see the current overall portfolio.

For new subscribers, let me highlight that you can access all the past 53 Deep Dives, including excel models, here.

Thank you for your support.