Mostly Borrowed Ideas Deep Dives, MBI Deep Dives

MBI Deep Dives

Mostly Borrowed Ideas 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 worked on the buy-side following my graduation. During my time at Cornell, I won two stock pitch competitions and also became finalists in four other competitions. I thoroughly enjoyed my stint as a generalist in the US large cap team at Madison Investments and covered a wide range of companies from UnitedHealth to Amazon and Boeing before US immigration reality paused my career in investment management. As my work authorization expired, I moved to Canada in January, 2021. Then in early 2022, I was able to return to the US.

Equity Bottom-Up

<ul><li>Yesterday, Booking CEO Glenn Fogel appeared on JP Morgan Annual TMT Conference.</li><li>On the same day, Brian Chesky from Airbnb released their annual summer release.</li><li>Both companies are increasingly encroaching into each other’s territories, so it was interesting to hear them both on the same day.</li></ul>Both CEOs wanted to establish the long-term resilience of travel demand. It is a common observation among investors that travel demand is highly discretionary in nature, and hence can be vulnerable to near-term macro uncertainties.

Yesterday, Booking CEO Glenn Fogel appeared on JP Morgan Annual TMT Conference.On the same day, Brian Chesky from Airbnb released their annual summer release.Both companies are increasingly encroaching into each other’s territories, so it was interesting to hear them both on the same day.Both CEOs wanted to establish the long-term resilience of travel demand. It is a common observation among investors that travel demand is highly discretionary in nature, and hence can be vulnerable to near-term macro uncertainties.

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.</li><li>As of last Friday’s close, the S&amp;P 500 is up about 2% YTD. However, without the contribution of chip maker Nvidia (NVDA) it would be flat YTD.</li><li>Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.</li></ul>

Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.As of last Friday’s close, the S&amp;P 500 is up about 2% YTD. However, without the contribution of chip maker Nvidia (NVDA) it would be flat YTD.Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.

<ul><li>Stickier For Longer? Inflation continues to be top of mind for the Federal Reserve and investors as recent economic data continues to throw a wrench in the market’s previously perceived Fed plans for them to pause and then cut interest rates in the back half of 2023.</li><li>The Fed has hiked interest rates from almost zero to nearly 5% within the past year in response to inflation running at historic highs, and it expects to lift them even higher in the coming months.</li><li>Meanwhile, Fed speakers continue to move the terminal rate goalposts by signaling 5.5% or thereabouts terminal rates will cause the “immaculate disinflation” as if this magical fed funds interest rate level and only at this level will inflation continue to moderate downward.</li></ul>

Stickier For Longer? Inflation continues to be top of mind for the Federal Reserve and investors as recent economic data continues to throw a wrench in the market’s previously perceived Fed plans for them to pause and then cut interest rates in the back half of 2023.The Fed has hiked interest rates from almost zero to nearly 5% within the past year in response to inflation running at historic highs, and it expects to lift them even higher in the coming months.Meanwhile, Fed speakers continue to move the terminal rate goalposts by signaling 5.5% or thereabouts terminal rates will cause the “immaculate disinflation” as if this magical fed funds interest rate level and only at this level will inflation continue to moderate downward.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Cover Story: Balancing China’s development with need for food production</li><li>Beijing drops more Covid rules as outbreak declared ‘under control’</li><li>China’s services activity shrinks a little less severely, Caixin PMI shows</li></ul>

Cover Story: Balancing China’s development with need for food productionBeijing drops more Covid rules as outbreak declared ‘under control’China’s services activity shrinks a little less severely, Caixin PMI shows

CX Daily: Balancing China’s Development With Need for Food Production

<ul><li>In Depth: China’s plan to overhaul its $3.7 trillion mutual fund industry</li><li>Exclusive: Davos photo used by U.S. Congressman to criticize China didn’t show anyone Chinese</li><li>China pours on billions of dollars more in tax relief</li></ul>

In Depth: China’s plan to overhaul its $3.7 trillion mutual fund industryExclusive: Davos photo used by U.S. Congressman to criticize China didn’t show anyone ChineseChina pours on billions of dollars more in tax relief

CX Daily: China’s Plan to Overhaul Its $3.7 Trillion Mutual Fund Industry

United States

Airbnb, Inc. operates an online marketplace for travel information and booking services. The Company offers lodging, home-stay, and tourism services via websites and mobile applications. Airbnb serves clients worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Airbnb (ABNB US)

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

Weekly Stock Bullfinder - Week of 3/27

Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall...

Weekly Stock Bull Finder

Weekly Stock Bullfinder - Week of 2/20

The Fed has hiked interest rates from almost zero to nearly 5% within the past year in response to inflation running at historic highs

Weekly Stock Bull Finder

CX Daily: Balancing China’s Development With Need for Food Production

Cover Story: Balancing China’s development with need for food production. Beijing drops more Covid rules as outbreak declared ‘under control’

Caixin Global

CX Daily: China’s Plan to Overhaul Its $3.7 Trillion Mutual Fund Industry

In Depth: China’s plan to overhaul its $3.7 trillion mutual fund industry. Exclusive: Davos photo used by U.S. Congressman to criticize China...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)