MBI Deep Dives
Investment Research
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 645 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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mbideepdives.substack.comLatest Issues
Why I am going to utilize options more to manage my portfolio
Back in 2021, I once responded to someone on X (formerly twitter) why I didn’t want to engage in trading options.
Back in 2021, I once responded to someone on X (formerly twitter) why I didn’t want to engage in trading options. While that...
Constellation Software 2Q'26: Soft Organic Growth, but Encouraging Deployment Pace
Constellation Software (CSU) delivered a quarter that can be considered bit of a Rorschach test. Organic growth printed the weakest number in nearly 6 years while capital deployment pace is running pretty hot. I cannot speak for other share...
License to Chase the AI Frontier
While looking at Artificial Analysis Intelligence Index, I was quite struck by what they all have in common.
While looking at Artificial Analysis Intelligence Index, I was quite struck by what they all have in common. The top model develop...
Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability
Following its IPO last year, Figma reported two consecutive quarters of revenue growth deceleration.
Following its IPO last year, Figma reported two consecutive quarters of revenue growth deceleration. Then it flipped and revenue growth re...
Digital Advertising Industry Snapshot 2Q'26
As I do after every quarter, let me share the snapshot of the overall digital advertising industry.
As I do after every quarter, let me share the snapshot of the overall digital advertising industry. Let me first explain some changes for t...
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