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 year. So far, I have published a Primer on semis, and Deep Dives on Texas Instruments and TSMC this year. Next year, I hope to cover at least two more companies from semiconductor industry.

For new subscribers, let me highlight that you can access all the past 52 Deep Dives, including excel models, here. I also disclose my portfolio on a monthly basis.

Thank you for your support.