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Mostly Borrowed Ideas Profile picture
Mostly Borrowed Ideas
@borrowed_ideas
Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy

Sep 27, 2021, 11 tweets

1/ Thoughts on Research Process

I was invited to present my research process at a college in the US. I am sharing all ten slides here.

2/ How to pick stocks

3/ What should we focus on?

4/ How do we understand "deep reality"?

5/ One Deep Dive every month

6/ How to understand the narrative

7/ Why I write Deep Dives

8/ How I value companies

9/ The uncomfortable truths

10/ How to "pitch" stocks

End/ Almost all long-term alpha is NOT informational

You can find all my twitter threads here: mbi-deepdives.com/twitter-thread…

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