I was born and brought up in a middle-class family in a sub-urban district in Bangladesh. When I was a freshman in college back in Bangladesh, I first read Buffett’s quote on “Ovarian Lottery”. “Imagine there are two identical twins in the womb, both equally bright and energetic…
In the September 1957 issue of The Journal of Finance, David Durant published an essay titled “Growth stocks and the Petersburg paradox”. In his essay,…
Mostly Borrowed Ideas
Two months ago, I posted a 43-tweet-storm about my long thesis on Intuitive Surgical (Ticker: ISRG). In case you haven’t read the thread yet, I have co…
Mostly Borrowed Ideas
Democrats and Republicans may not agree much on most things, but they both have expressed their desire to curb the power of the big tech through brute …
Mostly Borrowed Ideas

Mostly Borrowed Ideas (MBI)