You can listen to this Deep Dive here In 1981, Robert Shillman, a young lecturer in human-visual perception at MIT, resigned his faculty post, and teamed up with two of his top graduate students, Bill Silver and Marilyn Matz, to found a little startup in Massachusetts called Cognex. The name| MBI Deep Dives
Companies or topics mentioned in today's Daily Dose: Student loan, Progress in AI, AGI implications for rise and fall of nations, Traveling Apollo published a presentation titled “The pause on reporting delinquent federal student loans to credit rating bureaus has ended: Implications for consumer spending”. This is, unfortunately, one of| MBI Deep Dives
You can listen to this Deep Dive here For the second consecutive months, I am writing a Deep Dive on a company that came to public market via a SPAC. Martin Franklin, who is the main character behind J2 SPAC that ended up acquiring APi Group in October 2019, doesn’| MBI Deep Dives
The audio version of Deep Dives will be uploaded on this page from August, 2022.| MBI Deep Dives
You can listen to this Primer here Semiconductors are almost invisible but indispensable material in our modern life. Semiconductors are hardly tangibly felt by most of us even though anyone reading this piece may be “using” semiconductors almost on an hourly basis. Like William Blake’s one of the poems| MBI Deep Dives
Disclosure: I own shares of Meta Platforms So I took this weekend to update my models on Meta and Amazon. I just wanted to leave some brisk thoughts on these updated models. I will start with Meta today and will share my thoughts on Amazon tomorrow. You can find the| MBI Deep Dives
Disclosure: I own shares and 2025 January $50 Call Options of Meta By 3Q’23 earnings, almost everyone understood Meta’s turnaround; the layoffs were behind us, topline growth was accelerating, and thanks to Meta’s “efficiency”, margins were expanding. Yet, the stock has gone up another ~60% since 3Q’| MBI Deep Dives
Subscribe What a humbling year! I genuinely believe any investor *should* want to experience a year such as 2022 as early as possible in their careers. I will share some of my introspection later, but let’s start with some business updates. I’ll start with the good news. MBI| MBI Deep Dives
Subscribe I have received quite a few messages and emails on Stock Based Compensation (SBC) over the last few weeks. Two things prompted me to write a separate post on SBC: a) it is a much more efficient way to respond to messages/emails on this topic, and b) there| MBI Deep Dives