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Welcome to MBI Deep Dives. I publish one in-depth research on a publicly listed company every month. Subscribers can not only access the full library of…
Mar 12, 2023
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2025 Annual Letter
Broadly speaking, I tend to reflect on my year in three buckets: a) operating performance of MBI Deep Dives, b) performance of my personal portfolio…
Jan 1
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One Year of Parenting!
When the world was celebrating Christmas last year, we welcomed our son Nile to the world!
Dec 24, 2025
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The Ecosystem Advantage
Like “Spotify Wrapped”, ChatGPT yesterday let its users see their 2025 stats which was fun to go through.
Dec 23, 2025
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Veeva's Opportunity in Clinical Software
In my Veeva update a couple of days go, I highlighted the below chart to make the point that Veeva clearly expects clinical segment to be their major…
Dec 22, 2025
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Sam Altman's Explanation
Jensen Huang in his recent Joe Rogan podcast had an interesting story from early years of Nvidia:
Dec 21, 2025
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Veeva Update
Most software stocks are in bit of a tough spot in 2025.
Dec 20, 2025
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Why I am not writing a Deep Dive this month
I was working on this month’s Deep Dive on Nvidia.
Dec 19, 2025
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