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MBI Deep Dives

MBI Deep Dives
Mostly Borrowed Ideas Deep Dives
MBI Deep Dives

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Insights
16.4k
Views
27
Followers
United States Equity Bottom-Up

Top Sectors

Information Technology
71%
Consumer Discretionary
20%
Health Care
5%
Communication Services
2%
Financials
2%

Top Verticals

Equity Bottom-Up
95%
Thematic (Sector/Industry)
5%

Top Entities

Meta
15
Amazon
12
Alphabet
12
Microsoft Corp
6
Lululemon Athletica
5
Dollar General
3
Spotify
2
Apple
2
Snap
2
Synopsys Inc
1

Top Countries

United States
95.1%
Luxembourg
2.4%
Netherlands
2.4%
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