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
"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...
these are the numbers I had in mind. ROIIC may have fallen of course, but incremental return is definitely key debate among at least investors I interact with (but they may not be "market").
November 27, 2024 at 6:31 PM
these are the numbers I had in mind. ROIIC may have fallen of course, but incremental return is definitely key debate among at least investors I interact with (but they may not be "market").
November 26, 2024 at 5:33 PM
this was my 53rd Deep Dive. Access the full library here (including excel models): mbi-deepdives.com/models/
November 25, 2024 at 2:34 PM
this was my 53rd Deep Dive. Access the full library here (including excel models): mbi-deepdives.com/models/
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.