MBI Deep Dives
Investment Research
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 624 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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mbideepdives.substack.comLatest Issues
Alphabet 2Q'26: Google Cloud is On Cloud Nine
For the first time as a public company, Alphabet reported negative Free Cash Flow (FCF) in 2Q’26.
For the first time as a public company, Alphabet reported negative Free Cash Flow (FCF) in 2Q’26. That sounds scary (only if you have very ru...
Danaher 2Q'26: Yet Another "Meh" Quarter
Danaher is one of those compounders that has largely lost its luster in current market.
Danaher is one of those compounders that has largely lost its luster in current market. However, Danaher shareholders cannot quite blame Mr. Market sin...
The Geopolitics of Open Weights
Ever since Kimi K3 was released, it really captured the attention of the broader AI and investor community.
Ever since Kimi K3 was released, it really captured the attention of the broader AI and investor community. As open weight closes t...
TSMC 2Q'26: Stratospheric Margins Amidst the AI Super Cycle
Programming Note: MBI Deep Dives will be off for the next three days.
Programming Note: MBI Deep Dives will be off for the next three days. The regular cadence of daily posts will resume on Tuesday next week.
ASML 2Q'26: Time to Flex Pricing Power
Back in 1Q’26 call, ASML management was asked whether they are willing to flex their pricing power given how demand for chips seems to materially outweigh the supply.
Back in 1Q’26 call, ASML management was asked whether they are willing t...
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