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>During the weekend, I asked my twitter followers: What do you think Facebook's DAU to MAU ratio was in 2009?</li><li>The number that got the highest votes was ~80% even though I mentioned the most recent number was ~68%.</li><li>I asked this question a couple of friends in real life too and they too picked the ~80% number.</li></ul>

During the weekend, I asked my twitter followers: What do you think Facebook's DAU to MAU ratio was in 2009?The number that got the highest votes was ~80% even though I mentioned the most recent number was ~68%.I asked this question a couple of friends in real life too and they too picked the ~80% number.

Writing about Companies with an Unfair Advantage, Unfair Advantage

Unfair Advantage

Writing about Companies with an Unfair Advantage

I write about companies that have an unfair advantage. I might invest in them as well.

Thematic (Sector/Industry)

<ul><li>Much has been written these days on the bloating AI capex spends across the tech majors.</li><li>A JP Morgan report said we need to create a stratospheric revenue number of $650B to justify a 10% IRR, given current AI capex levels.</li><li>Yet everyone agrees AI is a fundamental shift that is redefining business models across industries.</li></ul>

Much has been written these days on the bloating AI capex spends across the tech majors.A JP Morgan report said we need to create a stratospheric revenue number of $650B to justify a 10% IRR, given current AI capex levels.Yet everyone agrees AI is a fundamental shift that is redefining business models across industries.

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

<ul><li>Huawei Technologies Co. Ltd. unveiled its first personal computers Monday in Chengdu, with machines powered by the company’s self-developed chips and HarmonyOS operating system in a direct challenge to the long-standing dominance of Windows-Intel (Wintel) and Apple’s macOS technology.</li><li>The MateBook Fold, priced from 23,999 yuan ($3,328), features an 18-inch foldable screen and a split keyboard, while the lighter MateBook Pro, starting at 7,999 yuan, follows a more conventional laptop design with a 14.2-inch display.</li><li>Huawei did not disclose the specific chip used in either model, but industry observers believe the devices are equipped with the company’s Kirin X90 processor built on an Arm architecture.</li></ul>

Huawei Technologies Co. Ltd. unveiled its first personal computers Monday in Chengdu, with machines powered by the company’s self-developed chips and HarmonyOS operating system in a direct challenge to the long-standing dominance of Windows-Intel (Wintel) and Apple’s macOS technology.The MateBook Fold, priced from 23,999 yuan ($3,328), features an 18-inch foldable screen and a split keyboard, while the lighter MateBook Pro, starting at 7,999 yuan, follows a more conventional laptop design with a 14.2-inch display.Huawei did not disclose the specific chip used in either model, but industry observers believe the devices are equipped with the company’s Kirin X90 processor built on an Arm architecture.

Huawei Unveils HarmonyOS PCs in Challenge to Windows–MacOS Duopoly 

Investing, Fraud and Fun with Language Models, Bedrock AI

Bedrock AI

Investing, Fraud and Fun with Language Models

Bedrock AI is a web-based equity research portal. Our software extracts red flags from SEC filings that are predictive of downside risk. Explore real-time analysis of annual and quarterly statements, 8-Ks, prospectuses, SEC comment letters and more for over 7,000 tickers. Analysis is served without human intervention. Quantamental investing is transforming the way investors see the world.

<ul><li>The emergence of DeepSeek, a Chinese AI company, has sparked widespread discussion across industries, as evidenced by recent earnings calls from major corporations.</li><li>From tech giants to industrial leaders, executives have weighed in on DeepSeek’s innovations, its potential to reshape AI development, and its broader market implications.</li><li><p>The following synthesizes key insights from earnings calls between January and February 2025.</p><h2></h2></li></ul>

The emergence of DeepSeek, a Chinese AI company, has sparked widespread discussion across industries, as evidenced by recent earnings calls from major corporations.From tech giants to industrial leaders, executives have weighed in on DeepSeek’s innovations, its potential to reshape AI development, and its broader market implications.The following synthesizes key insights from earnings calls between January and February 2025.

Cross Asset Strategy

<ul><li>U.S. and Chinese tech giants are racing to integrate DeepSeek’s large language models into their products, seeking to capitalize on the Chinese firm’s meteoric rise that has rattled the global artificial intelligence (AI) sector.</li><li>As of Sunday, Nvidia Corp., Microsoft Corp., Amazon Web Services Inc. (AWS), as well as the cloud-computing units of Huawei Technologies Co. Ltd. and Tencent Holdings Ltd. have added DeepSeek’s AI models to their offerings, aiming to attract more developers and subscribers.</li><li>Microsoft was the first major player to make an announcement, saying on Wednesday that it had added DeepSeek-R1 to its Azure AI model library and embedded the model into its Copilot chatbot.</li></ul>

U.S. and Chinese tech giants are racing to integrate DeepSeek’s large language models into their products, seeking to capitalize on the Chinese firm’s meteoric rise that has rattled the global artificial intelligence (AI) sector.As of Sunday, Nvidia Corp., Microsoft Corp., Amazon Web Services Inc. (AWS), as well as the cloud-computing units of Huawei Technologies Co. Ltd. and Tencent Holdings Ltd. have added DeepSeek’s AI models to their offerings, aiming to attract more developers and subscribers.Microsoft was the first major player to make an announcement, saying on Wednesday that it had added DeepSeek-R1 to its Azure AI model library and embedded the model into its Copilot chatbot.

Tech Giants Dash to Include DeepSeek’s AI Into Their Offerings 

United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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Microsoft Corp (MSFT US)

Meta's Moat

During the weekend, I asked my twitter followers: What do you think Facebook's DAU to MAU ratio was in 2009? The number that got the highest votes...

MBI Deep Dives

Investor's guide to AI Capex

Much has been written these days on the bloating AI capex spends across the tech majors. A JP Morgan report said we need to create a stratospheric...

Unfair Advantage

Huawei Unveils HarmonyOS PCs in Challenge to Windows–MacOS Duopoly

Huawei Technologies Co. Ltd. unveiled its first personal computers Monday in Chengdu, with machines powered by the company’s self-developed chips...

Caixin Global

How DeepSeek Is Disrupting AI Landscapes

The emergence of DeepSeek, a Chinese AI company, has sparked widespread discussion across industries, as evidenced by recent earnings calls from...

Bedrock AI

Tech Giants Dash to Include DeepSeek’s AI Into Their Offerings

U. S. and Chinese tech giants are racing to integrate DeepSeek’s large language models into their products, seeking to capitalize on the Chinese...

Caixin Global

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