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MBI Deep Dives
Mostly Borrowed Ideas Deep Dives
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MBI Deep Dives
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bullish
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Amazon.com Inc
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07 Feb 2025 21:05
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Syndicated
Amazon 4Q'24 Update
Amazon faced ~900 Mn FX headwind in 4Q’24 which was ~700 mn higher than assumed.For the third consecutive quarters, AWS grew 19% YoY.
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bullish
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Alphabet
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05 Feb 2025 21:05
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Syndicated
Alphabet 4Q'24 Update
Alphabet maintained their low double digit revenue growth. For the 10th consecutive quarters, Google network’s revenue went down.
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bullish
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Meta Platforms (Facebook)
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31 Jan 2025 06:08
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Syndicated
Meta 4Q'24 Update
In recent weeks, Meta stock has mostly been one-way street: up! That continued to be the case after-hours post 4Q’24 earnings.
MBI Deep Dives
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bullish
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Thematic (Sector/Industry)
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28 Jan 2025 07:59
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Syndicated
Big Tech's Deteriorating Earnings Quality
Almost one and half years ago, I wrote about “The Curious Case of Big Tech”, in which I highlighted that much of the big tech was actually “deep...
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bullish
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IDEXX Laboratories
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24 Jan 2025 08:27
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Syndicated
IDEXX: Leading the Humanization of Pet Care Through Diagnostics
Like most good comedy bit, it is funny probably because there is an element of truth to it. As a society, we are increasingly humanizing our pets.
MBI Deep Dives
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