Mostly Borrowed Ideas (MBI)
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…
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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,…
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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…
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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 …
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Mostly Borrowed Ideas (MBI)


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