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MBI Deep Dives

MBI Deep Dives
Mostly Borrowed Ideas Deep Dives
MBI Deep Dives

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Insights
19.2k
Views
27
Followers
United States • Equity Bottom-Up

Top Sectors

Information Technology
69%
Consumer Discretionary
22%
Health Care
4%
Financials
2%
Communication Services
2%

Top Verticals

Equity Bottom-Up
93%
Thematic (Sector/Industry)
7%

Top Entities

Meta
16
Alphabet
12
Amazon
12
Microsoft Corp
6
Lululemon Athletica
5
Dollar General
3
Snap
2
Spotify
2
Apple
2
Oracle Corp
1

Top Countries

United States
95.6%
Luxembourg
2.2%
Netherlands
2.2%
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