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Studies individual public companies across industries, explaining their operations, competitive dynamics, and the questions that remain unresolved.
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Perimeter Reading / Investing
MBI Deep Dives
Abdullah Al Rezwan
Detailed public-company research, financial models, and recurring investing notes from a generalist seeking to understand business quality, valuation, and the assumptions behind an investment case.
Subscriptions are managed by the publisher. Saving to your Desk keeps this profile in your research library.
The publication
What to expect.
MBI Deep Dives is the publication associated with Mostly Borrowed Ideas, the author's established pseudonym. It combines substantial research on individual public companies with recurring notes on businesses he follows. The research includes financial models designed to make assumptions and valuation sensitivities visible, while portfolio disclosures help readers understand the author's perspective. Public sample reports demonstrate the approach before subscribing. Treat the work as a documented process for studying companies and revisiting judgments as new evidence appears, rather than a ready-made portfolio.
Who it’s for
Fundamental investors willing to study businesses in depth, question valuation assumptions, and use financial models to build and revise their own understanding of companies.
Inside the reading
Its areas of focus.
Models and valuation
Pairs written analysis with financial models that expose assumptions, valuation sensitivities, and expectations embedded in a company's share price.
Ongoing investment notes
Revisits followed companies and relevant developments through frequent emails, while disclosing portfolio holdings that may influence the author's perspective.
The Desk’s reading note
Make the read useful.
Read a free sample first, then change a model's key assumptions to see which variables most influence the valuation.
Keep a question, an idea to investigate, or a source to return to in your saved notes.
From the original source
Recent public headlines.
Gathering the latest public headlines…
Public headlines link to their publishers. Full articles and paid editions stay at the source. Feeds refresh when visited, at most every 10 minutes.
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