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MBI Deep Dives
Mostly Borrowed Ideas Deep Dives
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bullish
•
Iqvia Holdings
•
22 Jun 2024 05:09
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Syndicated
IQVIA Deep Dive
Back in 2016, IMS Health and Quintiles went through a merger of equals to form “QuintilesIMS” which was later renamed to be “IQVIA” in 2017.
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bullish
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Lululemon Athletica
•
06 Jun 2024 19:55
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Syndicated
Lululemon 1Q'24 Update
Lululemon was facing some really thorny questions from Mr. Market ever since 4Q’23 earnings. Today’s earnings should help calm some nerves.
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bullish
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Aon
•
03 May 2024 07:31
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Syndicated
May, 2024 Update
Following TSMC, I will spend some time out of semis for a few months and then come back to semis later in the year. I also wanted to share some...
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bullish
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Amazon.com Inc
•
01 May 2024 18:33
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Syndicated
Amazon 1Q'24 Update
Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went.
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bullish
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Alphabet
•
26 Apr 2024 18:58
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Syndicated
Alphabet 1Q'24 Update
Despite following Big Tech closely for the last 5 years, this sentence from today's call still somewhat surprised me! The scale and the height of...
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