Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Mostly Borrowed Ideas Profile picture
@borrowed_ideas
Dec 14, 2021 • 12 tweets • 4 min read • Read on X
Scrolly
1/ Thread: Deep Dives in 2022

I just closed the poll for deep dives in 2022. Some tight calls there, and some interesting data points about my subscribers.

Let me share the poll results in this thread.
2/ My email for the poll went out to ~800 annual subscribers. Open rate for the email was 71.4% and 298 participated in the poll. Pretty decent participation.
3/ Subscriber base for MBI Deep Dives is almost equally divided between individual investors and professional investors.

It's challenging to write for an audience with this level of diversity, but I relish it every month!
4/ ~80% of my subscribers came to know about MBI Deep Dives from twitter. Thank you, fintwit. 😍
5/ From large cap tech, the three that got the most votes: $ADBE, $ABNB, $CRM
6/ From SaaS, $TWLO, $NET, and $DDOG got the most votes. $TEAM was *this* close.
7/ The "fallen angel" I will do a deep dive next year is $PINS.
8/ From the compounder camp, I'll cover $CSU and $DHR.

$TDG missed by a few votes. Maybe in 2023...
9/ This one was pretty close. From the payments complex, I'll look at $ADYEY and $PYPL.
10/ Finally, from crypto, it's going to be Ethereum. A bit surprised by the difference of the votes on this one.
11/ "How likely are you to recommend MBI Deep Dives to your friends or colleagues?"

The score is decent, but my South Asian genes tempt me to consider this a barely passing grade. Thankfully, I have all the time to improve over time.
End/ I'm publishing $SPOT deep dive on Wednesday this week. Never had as much fun working on a deep dive as I did on Spotify.

Subscribe here: mbi-deepdives.com/plans/subscrib…

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Mostly Borrowed Ideas

Mostly Borrowed Ideas Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @borrowed_ideas

Mostly Borrowed Ideas Profile picture
Sep 23, 2024
Just published my Deep Dive on $VEEV
Image
Image
read the full Deep Dive here: mbi-deepdives.com/veev/
Some portfolio discussion

Image
Image
Image
Read 5 tweets
Mostly Borrowed Ideas Profile picture
Aug 20, 2024
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
Image
Read 11 tweets
Mostly Borrowed Ideas Profile picture
Aug 5, 2024
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, 2024
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.



Image
Image
Read 5 tweets
Mostly Borrowed Ideas Profile picture
Jul 26, 2024
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, 2024
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

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(