My wife and I had our own “Christmas miracle” last night!!
Mostly Borrowed Ideas
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Mostly Borrowed Ideas
@borrowed_ideas
Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: mbi-deepdives.com
- So I got my Ray-Ban Meta Smart glasses today. Based on my first impressions, here’s what I think about it.
- Facebook has secretly kept 0.5 % of users ad-free since 2013. After 9 years, their “give-up-Facebook” price is basically the same as ad-exposed users (~$32/month).
- 1/ Thread: $FB long-term bull thesis It's Zuck. Of course, there are other reasons as well. But Zuck is at the center of my bull thesis. Here's why.
- I find it hard to think any other company in the world that produces as much consumer surplus as Google. So for $20/month, you get 2 TB storage, access to all Gemini models (including Deep Research with likely higher limits than OpenAI), and integration with your Gmail and
- 1/ $GOOG 1Q’22 Update If you are *owner* of GOOG, this was mostly another impressive (yawn!) quarter. Just a little deceleration in YouTube, and boy this almost became YouTube earnings call despite contributing ~10% revenue and even less earnings. Here’s my notes.
- 1/23 Warren Buffett's 2021 Annual Letter What a wonderful way to start my Saturday morning! My notes from the latest $BRK letter: "Charlie and I are not stock-pickers; we are business-pickers."
- DeepSeek implications on the Big Tech from @benthompson
- Munger met Buffett at the age of 35. How many people actually meet their best friends after 30s? Munger met Li Lu when he was nearly 80 years old. How many people actually form deep intellectual partnerships at such an age? If there's anything I want to learn from his life, it
- Today is a special day. In <10 months, MBI Deep Dives just crossed $100k Gross ARR. I'm one of those people who consider $100k a life-changing money. I could easily toil in obscurity, so you can only imagine the depth of gratitude I feel for fintwit community. It is “Day 1”.
