MBI Deep Dives (Page 6)

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Dollar General 3Q'23 Update

Disclosure: I own shares of Dollar General While Dollar General’s (DG) stock rallied +30% over the last two months (still down ~15% pre-2Q’23 earnings though), the business is not quite out of the woods yet. Here are some highlights from today’s call. Subscribe Same Store Sales (SSS)

December, 2023 Update

While it's been a couple of days since the sad news of Charlie Munger passing away, there is certainly a sense of void percolating around. What has consistently amazed me about both Buffett and Munger is not their almost unbelievable track record in investing, but their ability to

FleetCor: Far from Fleeting

Disclosure: I own shares of FleetCor Technologies Subscribe Visa and Mastercard built arguably two of the most impenetrable payment businesses in the world. Both of them run on an open loop payment system connecting the issuing banks, payment processors, card network etc. While the card networks’ i.e. Visa, Mastercard’

November Update

Some quick updates for this month: 1. I will publish a Deep Dive on FleetCor (Ticker: FLT) by November 22nd. In December, my final Deep Dive in 2023 will be on Floor & Decor (Ticker: FND). 2. Now that all the key digital advertisers reported their earnings this quarter, here

Amazon 3Q'23 Update

Disclosure: I own Jan 2025 $55 call options of Amazon Imagine opening Amazon’s 3Q’23 earnings report 5 years from now and what do you think you might hope you paid more attention to? It’s very unlikely to be AWS topline growth rate this (or any) quarter. If

Meta 3Q'23 Update

Disclosure: I own shares and 2025 January $50 Call Options of Meta Meta had a terrific third quarter which makes the after-hours reaction (down ~3%) tad bit surprising, but perhaps understandable given the wider range of scenarios for advertising going forward. Here are my highlights from tonight’s call. Subscribe

Alphabet 3Q'23 Update

Disclosure: I am long shares and Jan 2025 $50 Call Options of Alphabet While Google Service segment did just fine, Google Cloud’s pace of deceleration in topline was a bit disappointing. Here are my highlights from Alphabet’s call tonight. Subscribe Revenue After four consecutive quarters of single digit

Spotify 3Q'23 Update

Disclosure: I own shares of Spotify We walked into 2023 thinking we would do just over 20 million in net subscriber adds for the full year, but we're actually on track to deliver 30 million, which is a significant beat from where we thought we would be. I’

Enphase Energy: A Solar Roller Coaster

You can listen to the Deep Dive here If you invested $1,000 in Enphase Energy’s IPO in 2012, you would have only ~$140 left in 2016. That $140, if left untouched, would then become ~$44,000 by the end of 2022, a mind boggling >300-bagger stock in

Forward Cap and MBI Discuss Tesla

One of the joys of writing about publicly listed companies at a very accessible price point is the interaction with other intelligent and curious readers. I routinely learn a lot from these interactions and MBI Deep Dives is a better product because of these interactions. After I published my Deep