MBI Deep Dives (Page 8)

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Amazon 1Q'23 Earnings Update

Disclosure: I own shares, and Jan 2025 call options of Amazon An Analyst asked a legitimate question to Amazon management: “Does the company ever think about breaking out all the big investments so that we have more clarity on the retail margin structure?” Andy Jassy provided a word salad in

Meta 1Q'23 Earnings Update

Disclosure: I own shares, and Jan 2025 call options of Meta “There are two major technological waves driving our road map: a huge AI wave today, and a building metaverse wave for the future.” Mark Zuckerberg (1Q’23 Earnings Call) Here are my notes from tonight’s earnings. Subscribe Users

Alphabet 1Q'23 Earnings Update

Disclosure: I own shares, and Jan 2025 call options of Alphabet Google Search is still growing, but YouTube ads was down YoY for three consecutive quarters now. Thankfully, Google Cloud maintained the momentum with +28% topline growth. Subscribe The big news in this quarter is Google Cloud became profitable for

Spotify 1Q'23 Earnings Update

Disclosure: I own shares of Spotify Over the last 6 months, Spotify stock has doubled. The business, however, remains largely work-in-progress with users accelerating but operating efficiency yet to reflect in the financials. Here are my notes from today’s earnings. Subscribe Users Spotify experienced its largest two MAU growth

Microsoft: The Quintessential Technology Company

Subscribe You can listen to the Deep Dive here “The personal computer revolution had begun with a game played on a small blue box with blinking lights named after the brightest star in the constellation. 30 years earlier, people in Albuquerque had witnessed the sun come up in the South

Readers' Feedback, and A Simpler Amazon Model

Disclosure: I own shares and January 2025 call options of Amazon There has been a persistent misperception among investors who mostly observe Big Tech from a distance that Big Tech is "consensus" investment. But if you look at realized volatility in some of the Big Tech stocks over

Amazon Update (amended)

Disclosure: I own shares and January 2025 call options of Amazon (Note: In addition to this piece, I encourage you to read this update here) First of all, thank you for the feedback and inputs on yesterday’s update on Amazon. One such interaction led me today to re-write some

Amazon Update

Disclosure: I own shares and January 2025 call options of Amazon (Note: there are some material changes that I made after receiving feedback which I published here. I encourage you to read the amended post to understand the full context) In the first earnings press release following the pandemic, Jeff

Adobe 1Q'23 Update

Disclosure: I am long shares of Adobe In 2001 and 2002, Adobe's topline went down 3% and 5% respectively. In 2009, revenue went down by 18%! Thanks to shift to subscription and a continued secular momentum in digital content, Adobe will perhaps prove to be a quite resilient

Alphabet Update

Disclosure: I own January 2025 Call Options and Shares of Alphabet Inc. Subscribe To an economist, every monopoly looks the same, whether it deviously eliminates rivals, secures a license from the state or innovates its way to the top. I'm not interested in illegal bullies or government favorites: