Business Deep Dives

HEICO: A Unique Valuation Challenge

Note: This report was originally drafted and substantially completed on December 16th 2025, prior to Heico’s earnings release on December 18, 2025. The…

Jan 6 • Business Deep Dives

December 2025

Dexcom Inc. (DXCM): A Durable CGM Leader

Dominant CGM Franchise Leveraging Technology, Coverage Expansion, and Consumer Tailwinds to Sustain Multi-Year Growth

Dec 6, 2025 • Business Deep Dives

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November 2025

MercadoLibre (MELI): The Latin American Platform Powerhouse Transforming Commerce and Finance

A Comprehensive Analysis Of MercadoLibre's E-Commerce, Fintech, Credit Expansion, And Macroeconomic Exposure.

Nov 22, 2025 • Business Deep Dives

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October 2025

IBKR Deep Dive 1: A Powerful Company Albeit Expensive

A Powerful Company Albeit Expensive

Oct 27, 2025 • Business Deep Dives

Disclaimer

Business Deep Dives (“BDD,” “we,” “our,” or “us”) publishes investment-related research, analysis, and educational materials for informational and…

Oct 26, 2025 • Business Deep Dives

April 2025

Adobe: Fairly Valued, Fiercely Contested

A look into Adobe’s AI-powered future, its market valuation, and the silent threats investors must watch.

Apr 17, 2025 • Business Deep Dives