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

Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

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The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

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