Mostly Borrowed Ideas: Deep Dive Research, Meta, Dollar General

The Security Analysis Podcast

Mostly Borrowed Ideas is an equity analyst who runs the popular website MBI Deep Dives. On a monthly basis, he publishes deep dives about different companies and regularly posts updates on companies in his portfolio.

He is originally from Bangladesh and pursued his MBA at Cornell, graduating in the top 10%. He is a CFA charter holder and was an equity analyst at Madison Investments.

He researches companies that aren’t necessarily a good investment at the moment, but tries to understand the company before there is a compelling price.

In this podcast, we discuss his background, his research process, META, and Dollar General.

Links

* Twitter feed: https://twitter.com/borrowed_ideas

* MBI Deep Dives: https://www.mbi-deepdives.com/

Disclaimer

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