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MBI Deep Dives
Mostly Borrowed Ideas Deep Dives
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bullish
•
Lululemon Athletica
•
07 Dec 2024 20:36
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Syndicated
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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bullish
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Oracle Corp
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26 Nov 2024 10:33
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Syndicated
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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bullish
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Amazon.com Inc
•
02 Nov 2024 10:03
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Syndicated
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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bullish
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Meta Platforms (Facebook)
•
01 Nov 2024 18:45
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Syndicated
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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bullish
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Alphabet
•
31 Oct 2024 19:19
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Syndicated
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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