Mostly Borrowed Ideas, Discover and Read the Best of Twitter Threads by @borrowed_ideas

Mostly Borrowed Ideas

borrowed_ideas

1/6 Thread: What is the market's valuation multiple?One of the reasons I was becoming bullish on some of the big tech stocks ~2-3 years ago is some of the them,

1/ $AMZN 1Q’21 UpdateBy now, it is no surprise that Amazon would post another Amazing quarter, but the growth/margin in international (+60%) and ads/other (+77%) still raised my eyebrows.Let’s look

1/ $FB 1Q'21 UpdateI have been told “nobody uses Facebook”. Last quarter, 1.88 Bn “nobody” used Facebook daily.Lots of interesting data points and snippets on this call. Here are my

1/ Thread: $GOOG 1Q’21 UpdateHey Google, what’s the best business capitalism has ever come up with?Google: It’s our search business.Here are my highlights from the earnings call and quarter. 2/

1/ Six months ago, I launched MBI Deep Dives. I publish one deep dive of a publicly listed company every month for $10/month or $100/yr. Subscribers receive only one/two email

1/ Thread: Newsletter TAMToday I polled on twitter how many investment professionals pay for newsletter/research blog/substack subscription. Almost half responded: Zero.The other half who pays for subscription, more than half

1/8 Thread: Phil Fisher's investing philosophyIf Ben Graham popularized "value investing", Phil Fisher was the OG of "growth investing". Buffett even characterized his philosophy as "85% Graham and 15% Fisher&qu

1/ Notes from @nickkokonas episode at @InvestLikeBest Nick Kokonas: A Philosophy major -> derivatives trader -> owner of some of the best restaurants in the world such as Alinea, Next,

1/ Thread: $ETSY 3Q’2020 updateA month ago, I published a deep dive on $ETSY. At that time, I hoped ETSY will make a complete mockery of my reverse DCF, and

1/ Thread: The Superpowers in InvestingInvesting has been dubbed as the last liberal art. Unless your name is Jim Simons, raw intelligence or brain power is perhaps not a sure-fire

1/ Thoughts on @jnovogratz episode at @InvestLikeBest As I'm originally from Bangladesh, this one really touched me, and would share my own experiences of growing up in Bangladesh while simultaneously

1/ Thread: Mr. Market is NOT a charityI usually joke with my friends that there are 3 topics that are interesting but have an extremely low barrier to entry to