# roic (blogs) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover roic. Page: Feed: --- ## [Instacart’s Unit Economics, and Implications for DoorDash](https://mbideepdives.substack.com/p/instacarts-unit-economics-and-implications) _2026-08-20 · MBI Deep Dives · MBI Deep Dives_ While covering DoorDash’s 2Q’26 a couple of weeks ago, I showed the company’s LTM unit economics on a per order basis. ## [Airbnb Model Update (2026)](https://mbideepdives.substack.com/p/airbnb-model-update-2026) _2026-08-19 · MBI Deep Dives · MBI Deep Dives_ The last time I shared my updated Airbnb model was October 2025. As the stock has gone up ~50% since then, investors need to re-underwrite the assumptions today. As promised last week, I am going to share my updated model and lay out what you need to believe to get to a reasonable IRR from current price behind the paywall. ## [Rethinking the Data Moat](https://mbideepdives.substack.com/p/rethinking-the-data-moat) _2026-08-18 · MBI Deep Dives · MBI Deep Dives_ I want to highlight a couple of pieces which I found to be quite intriguing. ## [Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge](https://mbideepdives.substack.com/p/why-doordashs-autonomous-strategy) _2026-08-17 · MBI Deep Dives · MBI Deep Dives_ Uber’s decision to divest its stake in Serve, the autonomous delivery robot company that was spun out of Uber in 2021, was more interesting than it may appear at first glance. ## [The AI Compute Squeeze](https://mbideepdives.substack.com/p/the-ai-compute-squeeze) _2026-08-14 · MBI Deep Dives · MBI Deep Dives_ Programming Note: MBI Deep Dives will be off during the weekend and I will resume the daily posting cadence from Monday next week. ## [Why I am going to utilize options more to manage my portfolio](https://mbideepdives.substack.com/p/why-i-am-going-to-utilize-options) _2026-08-13 · MBI Deep Dives · MBI Deep Dives_ Back in 2021, I once responded to someone on X (formerly twitter) why I didn’t want to engage in trading options. ## [Constellation Software 2Q'26: Soft Organic Growth, but Encouraging Deployment Pace](https://mbideepdives.substack.com/p/constellation-software-2q26-soft) _2026-08-12 · MBI Deep Dives · MBI Deep Dives_ Constellation Software (CSU) delivered a quarter that can be considered bit of a Rorschach test. Organic growth printed the weakest number in nearly 6 years while capital deployment pace is running pretty hot. I cannot speak for other shareholders, but if you own it (as I do) for CSU’s ability to deploy ever increasing amounts of capital at attractive ROIC, I do not expect you will lose much sleep… ## [License to Chase the AI Frontier](https://mbideepdives.substack.com/p/license-to-chase-the-ai-frontier) _2026-08-11 · MBI Deep Dives · MBI Deep Dives_ While looking at Artificial Analysis Intelligence Index, I was quite struck by what they all have in common. ## [Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability](https://mbideepdives.substack.com/p/figma-2q26-near-term-re-acceleration) _2026-08-10 · MBI Deep Dives · MBI Deep Dives_ Following its IPO last year, Figma reported two consecutive quarters of revenue growth deceleration. ## [Digital Advertising Industry Snapshot 2Q'26](https://mbideepdives.substack.com/p/digital-advertising-industry-snapshot-921) _2026-08-09 · MBI Deep Dives · MBI Deep Dives_ As I do after every quarter, let me share the snapshot of the overall digital advertising industry. ## [Follow Releases, Get Reminders (Sponsored)](https://crawlproof.com/a/1yIreO5hAaqZ) _2026-08-09 · **Sponsored**_ Follow a genre or a name and receive reminders on release day — free. ## [Shopify 2Q'26: Sustained Miraculous Growth](https://mbideepdives.substack.com/p/shopify-2q26-sustained-miraculous) _2026-08-08 · MBI Deep Dives · MBI Deep Dives_ Shopify’s Gross Merchandise Value (GMV) maintained its almost miraculous 30% growth (FXN) in 2Q’26. ## [Column - de gevaarlijke romantiek van succes](https://luckroeze.substack.com/p/column-de-gevaarlijke-romantiek-van) _2026-07-25 · Luc Kroeze · Beleggen in kwaliteit_ + tijdelijk afgeprijsde boeken ## [De beperkingen van de PEG-ratio](https://luckroeze.substack.com/p/de-beperkingen-van-de-peg-ratio) _2026-06-25 · Luc Kroeze · Beleggen in kwaliteit_ De PEG-ratio kijkt uitsluitend naar de snelheid van de groei en niet naar de economische waarde ervan. ## [Gratis download: Vereenvoudigde DCF-tool voor snelle inzichten](https://luckroeze.substack.com/p/gratis-download-vereenvoudigde-dcf) _2026-05-25 · Luc Kroeze · Beleggen in kwaliteit_ Een eenvoudiger alternatief voor tijdrovende DCF-modellen ## ['Jong Beleggen, de podcast', duikt in 'Niet alles wat blinkt is goud'](https://luckroeze.substack.com/p/jong-beleggen-de-podcast-duikt-in) _2026-05-16 · Luc Kroeze · Beleggen in kwaliteit_ De verborgen logica achter waarderingsmultiples ## [Melexis van 45 naar 75 euro: een korte update](https://luckroeze.substack.com/p/melexis-van-45-naar-75-euro-een-korte) _2026-05-07 · Luc Kroeze · Beleggen in kwaliteit_ Minder veiligheidsmarge, meer verwachtingen ## [Winnaars weggeefactie, webinar & voorlopig afscheid](https://luckroeze.substack.com/p/winnaars-weeggeefactie-webinar-and) _2026-02-25 · Luc Kroeze · Beleggen in kwaliteit_ Beste lezer, ## [Weggeefactie – gesigneerde boeken](https://luckroeze.substack.com/p/weggeefactie-gesigneerde-boeken) _2026-02-18 · Luc Kroeze · Beleggen in kwaliteit_ Win één van de vijf gesigneerde exemplaren ## [In gesprek over kwaliteit, geduld en waarde: mijn interview met De Kwaliteitsbelegger](https://luckroeze.substack.com/p/in-gesprek-over-kwaliteit-geduld) _2026-02-10 · Luc Kroeze · Beleggen in kwaliteit_ Waarom niet alles wat blinkt goud is ## [Lotus Bakeries - omgekeerde DCF](https://luckroeze.substack.com/p/lotus-bakeries-omgekeerde-dcf) _2026-02-08 · Luc Kroeze · Beleggen in kwaliteit_ Welk spel speel jij? ## [ThreatCrush on GitHub (Sponsored)](https://crawlproof.com/a/AfksPmPYmFyz) _2026-02-08 · **Sponsored**_ View the ThreatCrush listing on the GitHub Marketplace. ## [DCF geeft richting, geen antwoord](https://luckroeze.substack.com/p/dcf-geeft-richting-geen-antwoord) _2026-02-07 · Luc Kroeze · Beleggen in kwaliteit_ "Het DCF-model is geen glazen bol. Het is een bril om scherper te zien" - Diederik Degelijk