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.

Thematic (Sector/Industry)

<ul><li>Although I am yet to write any Deep Dive on any neocloud, I still like to pay close attention to what they are saying during their earnings calls.</li><li>Both CoreWeave and Nebius had some interesting nuggets in their 1Q’26 call. Let’s start with CoreWeave.</li><li>Just like the hyperscalers, CoreWeave’s backlog continues to grow at a rapid pace. </li></ul>

Although I am yet to write any Deep Dive on any neocloud, I still like to pay close attention to what they are saying during their earnings calls.Both CoreWeave and Nebius had some interesting nuggets in their 1Q’26 call. Let’s start with CoreWeave.Just like the hyperscalers, CoreWeave’s backlog continues to grow at a rapid pace. 

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Nebius Group NV purchased assets from oligarchs at a deep discount to become owners of the "new" Yandex</li><li>Value of NBIS is currently uncertain but there is potential for significant upside as they rebuild the business</li><li>Author sees NBIS as a promising opportunity but urges further discussion and analysis before investing</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Nebius Group NV purchased assets from oligarchs at a deep discount to become owners of the "new" YandexValue of NBIS is currently uncertain but there is potential for significant upside as they rebuild the businessAuthor sees NBIS as a promising opportunity but urges further discussion and analysis before investingThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Nebius Group N V (NBIS) - Friday, Nov 15, 2024

Netherlands

Nebius Group is a technology company providing infrastructure and services to AI builders globally. The group's core business, Nebius, is an AI-centric cloud platform built for AI workloads. Nebius Group serves customers worldwide.

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Nebius Group (NBIS US)

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

Nebius Group N V (NBIS) - Friday, Nov 15, 2024

Nebius Group NV purchased assets from oligarchs at a deep discount to become owners of the "new" Yandex. Value of NBIS is currently uncertain but...

Value Investors Club (VIC)

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