1/4 Deep Dive on $DDOG
mbi-deepdives.com
Earlier Deep Dives: UBER, ETSY, LULU, ANGI, ANSS, ADSK, CPRT, SHOP, OTIS, CRWD, ROKU, BA, SQ, TRUP, RH, SPOT, PINS, TWLO, CSU, ETH, ADYEY, PYPL, DHR, ADBE, NET, and ABNB
mbi-deepdives.com
Earlier Deep Dives: UBER, ETSY, LULU, ANGI, ANSS, ADSK, CPRT, SHOP, OTIS, CRWD, ROKU, BA, SQ, TRUP, RH, SPOT, PINS, TWLO, CSU, ETH, ADYEY, PYPL, DHR, ADBE, NET, and ABNB
2/4 Some thoughts on $GOOG and $AMZN
3/4 $META calls
4/4 Portfolio disclosure (as of November 17, 2022)
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