Mostly Borrowed Ideas
@borrowedideas.bsky.social
Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: http://mbi-deepdives.com
December 10, 2025 at 3:05 PM
Waymo weekly rides per week
May'23: 10k
Dec'24: 175k
Dec'25: 450k
Waymo's Surge: www.mbi-deepdives.com/waymos-surge/
May'23: 10k
Dec'24: 175k
Dec'25: 450k
Waymo's Surge: www.mbi-deepdives.com/waymos-surge/
December 9, 2025 at 3:09 PM
Waymo weekly rides per week
May'23: 10k
Dec'24: 175k
Dec'25: 450k
Waymo's Surge: www.mbi-deepdives.com/waymos-surge/
May'23: 10k
Dec'24: 175k
Dec'25: 450k
Waymo's Surge: www.mbi-deepdives.com/waymos-surge/
December 8, 2025 at 3:31 PM
December 7, 2025 at 4:04 PM
My experience on Airbnb experience: Part 2
read the full piece here: www.mbi-deepdives.com/abnb_experie...
read the full piece here: www.mbi-deepdives.com/abnb_experie...
December 6, 2025 at 4:55 PM
My experience on Airbnb experience: Part 2
read the full piece here: www.mbi-deepdives.com/abnb_experie...
read the full piece here: www.mbi-deepdives.com/abnb_experie...
December 5, 2025 at 2:16 PM
December 4, 2025 at 3:11 PM
December 3, 2025 at 3:25 PM
December 2, 2025 at 2:28 PM
December 1, 2025 at 3:25 PM
New "Never Sell" episode with @scuttleblurb.bsky.social
Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins
find the episode here: www.mbi-deepdives.com/never-sell-e...
Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins
find the episode here: www.mbi-deepdives.com/never-sell-e...
November 30, 2025 at 3:09 PM
New "Never Sell" episode with @scuttleblurb.bsky.social
Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins
find the episode here: www.mbi-deepdives.com/never-sell-e...
Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins
find the episode here: www.mbi-deepdives.com/never-sell-e...
Michael Burry is likely sniffing in the right areas if you want to build a proper short case against Big tech. I still think he's short of evidence. That doesn't mean he's wrong; he may just be early.
Read my full piece here: www.mbi-deepdives.com/the-deprecia...
Read my full piece here: www.mbi-deepdives.com/the-deprecia...
November 29, 2025 at 3:45 PM
Michael Burry is likely sniffing in the right areas if you want to build a proper short case against Big tech. I still think he's short of evidence. That doesn't mean he's wrong; he may just be early.
Read my full piece here: www.mbi-deepdives.com/the-deprecia...
Read my full piece here: www.mbi-deepdives.com/the-deprecia...
November 26, 2025 at 3:32 PM
November 25, 2025 at 6:29 PM
"Nigeria (thought to be the world’s sixth-largest country) has not conducted a national census since 2006...Indeed, it would not be a great exaggeration to say that we have never known how large Nigeria is."
very good piece: www.global-developments.org/p/how-much-s...
very good piece: www.global-developments.org/p/how-much-s...
November 28, 2024 at 4:55 PM
"Nigeria (thought to be the world’s sixth-largest country) has not conducted a national census since 2006...Indeed, it would not be a great exaggeration to say that we have never known how large Nigeria is."
very good piece: www.global-developments.org/p/how-much-s...
very good piece: www.global-developments.org/p/how-much-s...
November 26, 2024 at 5:33 PM
Just published my Deep Dive on $ORCL. Larry Ellison is quite the character, so it was a lot of fun studying Oracle.
November 25, 2024 at 2:34 PM
Just published my Deep Dive on $ORCL. Larry Ellison is quite the character, so it was a lot of fun studying Oracle.