Hello everyone, I have just posted an update on Lululemon which I first covered in November last year. While initially I thought the valuation to be too rich, I have changed my mind and currently own shares of Lululemon. You can read the full update
Click here to read the full deep dive In a NY Times oped in 2018, Zeynep Tufekci wrote, “The early Internet was intended to connect people who already …
Mostly Borrowed Ideas
Before I share some updates with you, let me first mention that since I have moved to my personal website MBI Deep Dives, I will not post any analysis …
Mostly Borrowed Ideas
Click here to read the full deep dive In 236 B.C., Archimedes, the Greek Mathematician, invented a primitive form of elevator which was operated by hoi…
Mostly Borrowed Ideas
Before I share some updates with you, let me first mention that since I have moved to my personal website MBI Deep Dives, I will not post any analysis …
Mostly Borrowed Ideas
Click here to read the full deep dive On February 12, 2021, Shopify was trading at ~$1,500/share, an all-time high for the stock. From February 12, 201…
Mostly Borrowed Ideas
Just a few quick updates.1. This month's deep dive (Shopify) will be published on this Friday (April 09, 2021). Please note that I primarily use this s…
Mostly Borrowed Ideas
Click here to read the full post Disclosure: Autodesk is the third largest position in my portfolio In 1982, John Walker, along with 12 other programme…
Mostly Borrowed Ideas
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