MBI Deep Dives

MBI is the abbreviation for “Mostly Borrowed Ideas”. Why “Mostly Borrowed Ideas?” As a generalist, I do not have a background in any particular sector. I enjoy navigating across industries, businesses, and countries to learn, understand, and connect the dots. In any case, most ideas and innovations are incremental in nature. Very few of us are smart enough to come up with truly original or groundbreaking ideas. I am Abdullah Al-Rezwan. I was born and brought up in Bangladesh. I went to University of Dhaka for my undergrad and majored in Finance. After working three and half years in Equity Research (Sell-side) covering Financial Sector in Bangladesh, I left Bangladesh to pursue my MBA in the US. I graduated within top 10% of the class from Cornell University's two-year MBA program and work...

MBI Deep Dives
Mostly Borrowed Ideas Deep Dives

Airbnb's Soul Search Beyond Homes

Yesterday, Booking CEO Glenn Fogel appeared on JP Morgan Annual TMT Conference. On the same day, Brian Chesky from Airbnb released their annual...

MBI Deep Dives

Floor & Decor's Cyclical Malaise Vs Structural Moat

One of the ironies of operating in a cyclical end market is that management can sound like genius to somewhat hopeless depending on the stage of...

MBI Deep Dives

The Honeymoon Phase of Capacity

Both CoreWeave and Nebius had some interesting nuggets in their 1Q’26 call. Let’s start with CoreWeave.Just like the hyperscalers, CoreWeave’s...

MBI Deep Dives

Meta 4Q'25 Update

Admittedly, I was confused looking at the initial reaction of Meta’s earnings when the stock went down. Mr. Market promptly corrected its “mistake”...

MBI Deep Dives

Lululemon 1Q'25 Update

Lulu is again back to LSD growth in the US; what makes it more disappointing is they actually had a somewhat easier comparison since 1Q’24 growth...

MBI Deep Dives