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Mostly Borrowed Ideas Profile picture
@borrowed_ideas
Dec 29, 2020 • 7 tweets • 3 min read • Read on X
1/7 From 300 followers in March to 30,000 in December, I will remember 2020 as the year I got completely hooked to fintwit community.

Thank you to everyone for making fintwit such an enjoyable experience. Let me share my journey here in a short thread.
2/7 I started lurking at fintwit since mid-2019 and by the end of '19, I wished I were part of this cool little community on twitter.

So when the pandemic hit, I wrote this mega thread on $AMZN hoping I would get some traction. I didn't. It got <50 likes

3/7 I still kept writing, hoping something would stick.

And it did. Everything changed when Paul Graham retweeted this $FB thread. Followers increased from 500 to 2.5k in 1 day.

A few days later, I RT that $AMZN thread again. This time, 3 PMs DMed me.

4/7 A month later, I posted this $ISRG thread. This led to most of the fintwit heavyweight following me.

And again, some PMs/analysts reached out. It was amazing to receive validation of the work I was putting in.

5/7 Beyond the company specific threads, my personal favorite thread was "half-life of investing".

6/7 Ever since PG RTed the FB thread and the messages I received, I realized first-hand the power of twitter.

That belief only solidified further over the last few months, so much so that after leaving my role due to immigration reasons, I decided not to look for another job
7/7 I launched independent research service, and it's been great to see the support I received from this fintwit community.

mbi-deepdives.com

I will never take your support for granted. I will try my best to earn it again in 2021 and every year after that.

THANK YOU.

• • •

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More from @borrowed_ideas

Mostly Borrowed Ideas Profile picture
Sep 23
Just published my Deep Dive on $VEEV
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read the full Deep Dive here: mbi-deepdives.com/veev/
Some portfolio discussion

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Read 5 tweets
Mostly Borrowed Ideas Profile picture
Aug 20
Notes from $TXN Capital Management Call today

"Market environment remains weak, with shipments below 2019 levels." Image
growth opportunities in industrial and automotive Image
Four revenue scenarios for 2026, with floor being $20 Bn. FYI, $TXN consensus estimates for '26 revenue is $20 Bn.

"I would be extremely disappointed if it ends up at $20 billion. That's not my expectation. That's not the signature I see as we compete for market share today."Image
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Read 11 tweets
Mostly Borrowed Ideas Profile picture
Aug 5
I received a couple of DMs asking about "hey, what's going on in Bangladesh"

While I left Bangladesh in 2017, my almost entire family still lives there. So I'm keenly aware of what's going on. I'll briefly cover what happened and the implications.
let's start with the end result. The Prime Minister (PM) Sheikh Hasina or SH (who's the Head of State in Bangladesh) fled the country after facing intense protest from Bangladeshi students. Her exact location doesn't seem to be confirmed yet (rumored to be India or EU).
Let's back up a little and give some brief historical context.

SH came to power in 2008. Her father- Mujib was the architect in mobilizing people in Bangladesh to gain independence from Pakistan in 1971. Following independence, Mujib became the first PM of Bangladesh.
Read 24 tweets
Mostly Borrowed Ideas Profile picture
Aug 5
Incredibly lucky to have bought these puts exactly a month ago. +130%.

Made several (but slight) changes in the portfolio today. More below.
closed my $AMZN Jan 2025 $160 calls that I wrote. 43% gain in this trade, but feels like just another lucky trade as I now think AMZN is undervalued (and I was likely too cautious to hedge it at $160 back then). Kept the $55 calls unhedged now.

sold ~1% $BRO to add to $CNSWF.

CSU's organic growth for recurring revenue will probably more or less mimic $BRO's organic growth. But CSU has ~20% ROIC vs BRO's ~10% but they trade at *almost* similar multiple. So I decided to buyback what I trimmed.



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Read 5 tweets
Mostly Borrowed Ideas Profile picture
Jul 26
Going through insurance brokers earnings now. $AON and $MMC finally growing in tandem after AON lagged MMC consistently since 2Q'21.

$BRO is the clear winner in organic growth for this quarter. (disc: long $BRO and $AON) Image
Looking closer between MMC and AON. Image
will add to this thread later as I go through the transcript.

In the meantime, here's my Deep Dive on $BRO (also explains why I love this industry and would like to own probably most of these companies over time at "right" valuation):

mbi-deepdives.com/bro/
Read 12 tweets
Mostly Borrowed Ideas Profile picture
Jul 26
Notes on $TXN 2Q'24 Call

After sequential revenue decline in China for 7 consecutive quarters, this quarter experienced ~15-20% growth across all segments in China. Europe and Japan are also in early phase of the upcycle. Image
More commentary on China:

"the market is more competitive in China, but we can compete and we can win business in very attractive margins"Image
expect incremental margin to be ~75-85% (ex depreciation)

"Inventory is being built at the right part, where we have this diversity and longevity positions such that we don't risk the scrap of the inventory."Image
Read 6 tweets

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