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
17
Insights
4.5k
Views
20
Followers
United States
•
Equity Bottom-Up
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Aon
•
03 May 2024 07:31
•
Syndicated
May, 2024 Update
Following TSMC, I will spend some time out of semis for a few months and then come back to semis later in the year. I also wanted to share some...
MBI Deep Dives
142 Views
Share
bullish
•
Amazon.com Inc
•
01 May 2024 18:33
•
Syndicated
Amazon 1Q'24 Update
Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went.
MBI Deep Dives
189 Views
Share
bullish
•
Alphabet
•
26 Apr 2024 18:58
•
Syndicated
Alphabet 1Q'24 Update
Despite following Big Tech closely for the last 5 years, this sentence from today's call still somewhat surprised me! The scale and the height of...
MBI Deep Dives
355 Views
Share
bearish
•
Meta Platforms (Facebook)
•
25 Apr 2024 20:05
•
Syndicated
Meta 1Q'24 Update
If you have been following Meta for some time, you probably are accustomed with after-hours (AH) volatility by now. While Meta was -20% at one...
MBI Deep Dives
228 Views
Share
bullish
•
Dollar General
•
15 Mar 2024 08:14
•
Syndicated
Dollar General 4Q'23 Update
Dollar General (DG)’s stock had an interesting reaction to today’s earnings. First it went up by ~6% in pre-market, but then ended the day 5% down.
MBI Deep Dives
299 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.31.2
x