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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: http://mbi-deepdives.com
Sacramento, CA
Joined July 2019
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Mostly Borrowed Ideas@borrowed_ideas · Jun 30
after almost 5 years of monthly publishing cadence, MBI Deep Dives is going daily!
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Mostly Borrowed Ideas@borrowed_ideas · Jul 24
"This is the enigma of success in an industry that has no franchise value. Progress isn’t linear. It’s dynamic, sometimes dissonant, and always demanding." Satya Nadella in a memo today
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Mostly Borrowed Ideas@borrowed_ideas · Jul 21
Just published my Deep Dive on $CGNX Cognex: Agents of Automation
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scuttleblurb@scuttleblurb · Jul 17
@borrowed_ideas and I are taking questions for an upcoming podcast episode...can post in the replies or send to [email protected]
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