Mostly Borrowed Ideas (MBI)

Mostly Borrowed Ideas
Sector agnostic public markets investing.
Created 21 Jul 2020
28
Posts
97
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  • October Update
    04 Oct 2021 • < 1 min read • 3 2
    Before I share some updates with you, let me first mention that since I have moved to my personal website MBI Deep Dives, I will not post any analysis here on substack. If you want to subscribe to my ...
  • Square: The quest for an inclusive financial ecosystem
    15 Sep 2021 • 2 min read
    Disclosure: I am long shares of SQ Click here to read the full deep dive In 2012, Jack Dorsey, co-founder of Square, gave a talk to the employees at Square. He discussed the elegance of the Golden Gat...
  • Boeing: Shadow of an American jewel from yesteryears
    13 Aug 2021 • 2 min read • 2 0
    Click here to read the full deep dive “Several years went by before the public grasped what the Wrights were doing; people were so convinced that flying was impossible that most of those who saw them ...
  • August Update
    02 Aug 2021 • 1 min read • 1 0
    Before I share some updates with you, let me first mention that since I have moved to my personal website MBI Deep Dives, I will not post any analysis here on substack. If you want to subscribe to my ...
  • Roku: A former trojan horse now in open fistfight
    13 Jul 2021 • 2 min read • 2 0
    Click here to read the full deep dive On an excellent Acquired Podcast, Ho Nam mentioned,“…I call the great serial entrepreneurs just amazing people who just have not yet found their true life’s calli...
  • July Update
    02 Jul 2021 • 1 min read • 1 0
    Before I share some updates with you, let me first mention that since I have moved to my personal website MBI Deep Dives, I will not post any analysis here on substack. If you want to subscribe to my ...
  • Update on Lululemon
    16 Jun 2021 • < 1 min read • 2 0
    Hello everyone, I have just posted an update on Lululemon which I first covered in November last year. While initially I thought the valuation to be too rich, I have changed my mind and currently own ...
  • CrowdStrike: Standing tall in crowded cybersecurity
    11 Jun 2021 • 1 min read • 2 0
    Click here to read the full deep dive In a NY Times oped in 2018, Zeynep Tufekci wrote, “The early Internet was intended to connect people who already trusted one another, like academic researchers or...
  • MBI Deep Dives June Update
    03 Jun 2021 • < 1 min read
    Before I share some updates with you, let me first mention that since I have moved to my personal website MBI Deep Dives, I will not post any analysis here on substack. If you want to subscribe to my ...
  • Otis: “Lindy” business, but not without concerns
    11 May 2021 • 1 min read • 3 0
    Click here to read the full deep dive In 236 B.C., Archimedes, the Greek Mathematician, invented a primitive form of elevator which was operated by hoisting ropes, and rotated by manpower. In mid-eigh...
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