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MBI Deep Dives

MBI Deep Dives

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Frequent company deep dives and portfolio updates from a professional equity analyst.

Recent Posts

Digital Advertising Industry Snapshot 4Q'25
News•Feb 27, 2026

Digital Advertising Industry Snapshot 4Q'25

The fourth quarter of 2025 reveals a shifting balance in digital advertising, with Meta’s market share rising to 34 percent and Alphabet’s falling to 48.1 percent after a four‑year decline. Meta’s incremental share has consistently exceeded 40 percent over the past three years, while Alphabet’s loss is driven mainly by its low‑margin Google Network business. The overall industry grew 18.4 percent in the last two quarters, but the bulk of that expansion accrued to the largest players. AI‑enhanced discovery ads are further tilting the competitive landscape toward Meta.

By MBI Deep Dives
Scuttleblurb on Veeva
News•Feb 24, 2026

Scuttleblurb on Veeva

Scuttleblurb’s deep dive dissects Veeva’s extensive clinical‑trial software suite by walking through a typical trial workflow, showing how each Vault app—QualityDocs, eTMF, EDC, RTSM, CTMS, QMS, LIMS, Safety, Submissions, and others—fits into specific stages. He argues that Veeva’s strength lies...

By MBI Deep Dives
Alphabet: From Search to AI to "AGI"
News•Feb 23, 2026

Alphabet: From Search to AI to "AGI"

The author revisits his deep‑dive model on Alphabet, highlighting the company’s transition from a search‑centric giant to an AI and emerging AGI powerhouse. After selling the stock in 2023 over post‑ChatGPT search concerns, he re‑entered in early 2025 and now...

By MBI Deep Dives
The Long-Term Reality of Hyperscalers: The Good, The Bad, and The Ugly Scenarios
News•Feb 22, 2026

The Long-Term Reality of Hyperscalers: The Good, The Bad, and The Ugly Scenarios

OpenAI disclosed that its adjusted gross margin on inference dropped to 33% in 2025, down from 40% the previous year, as inference costs quadrupled. The company also projected training expenditures to rise sharply, reaching $32 billion this year and $65 billion next...

By MBI Deep Dives
Booking vs Airbnb's 4Q'25, Booking's Response to Existential Question
News•Feb 19, 2026

Booking vs Airbnb's 4Q'25, Booking's Response to Existential Question

Booking Holdings reported a 12% year‑over‑year revenue increase in Q4 2025, reaching $4.3 billion, while Airbnb posted a 9% rise to $2.1 billion. Both companies saw higher gross booking value, but Booking’s net profit margin grew to 8.5% versus Airbnb’s 6.2%. Occupancy rates...

By MBI Deep Dives
Amazon: 2026 Update
News•Feb 9, 2026

Amazon: 2026 Update

The author has refreshed his proprietary Amazon valuation model using the company’s latest 10‑K filing, projecting financial performance through 2026. The update incorporates recent trends in e‑commerce, cloud services, and advertising revenue streams. Detailed assumptions and calculations are hosted behind...

By MBI Deep Dives