MBI Deep Dives
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MBI Deep Dives
Investment Research
10 posts · theirs
Lately
Airbnb Model Update (2026)
Rethinking the Data Moat
Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge
The AI Compute Squeeze
Why I am going to utilize options more to manage my portfolio
Constellation Software 2Q'26: Soft Organic Growth, but Encouraging Deployment Pace
License to Chase the AI Frontier
Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability
Digital Advertising Industry Snapshot 2Q'26
Shopify 2Q'26: Sustained Miraculous Growth
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