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MBI Deep Dives

MBI Deep Dives
Mostly Borrowed Ideas Deep Dives

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07 Dec 2024 20:36Syndicated

Lululemon 3Q'24 Update

While the overall market continues to hit All-time High almost every other day, Lulu has been battling the skeptics for much of this year.

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bullishOracle Corp
26 Nov 2024 10:33Syndicated

Oracle: Ellison's Voyage to Software and Beyond

Ellison, along with Bob Miner and Ed Oates, started Oracle with just $2,000 in 1977; Larry contributed $1,200. They never raised money from venture...

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bullishAmazon.com Inc
02 Nov 2024 10:03Syndicated

Amazon 3Q'24 Update

Except 1P, every segment of the business is growing at double digit rate. Both AWS and advertising grew at 19% YoY.I’ll discuss more about AWS...

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01 Nov 2024 18:45Syndicated

Meta 3Q'24 Update

Even though easy comp ended in 1Q’24 and 3Q’24 faced a fairly difficult comp, Meta posted quite strong YoY growth rates across regions in 3Q’24.

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bullishAlphabet
31 Oct 2024 19:19Syndicated

Alphabet 3Q'24 Update

Let’s start with not-so-good news. For the 9th consecutive quarters, Google Network revenue kept declining. Everything else is good news.

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