Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
MBI Deep Dives
Mostly Borrowed Ideas Deep Dives
•
MBI Deep Dives
Message
Follow
Location:
United States
Joined:
18 May 2023
30
Insights
8.1k
Views
27
Followers
United States
•
Equity Bottom-Up
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Lululemon Athletica
•
07 Dec 2024 20:36
•
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.
MBI Deep Dives
246 Views
Share
bullish
•
Oracle Corp
•
26 Nov 2024 10:33
•
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...
MBI Deep Dives
209 Views
Share
bullish
•
Amazon.com Inc
•
02 Nov 2024 10:03
•
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...
MBI Deep Dives
415 Views
Share
bullish
•
Meta Platforms (Facebook)
•
01 Nov 2024 18:45
•
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.
MBI Deep Dives
119 Views
Share
bullish
•
Alphabet
•
31 Oct 2024 19:19
•
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.
MBI Deep Dives
138 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.44.3
x