Mostly Borrowed Ideas Deep Dives, MBI Deep Dives

MBI Deep Dives

MBI is the abbreviation for “Mostly Borrowed Ideas”. 

Why “Mostly Borrowed Ideas?”

As a generalist, I do not have a background in any particular sector. I enjoy navigating across industries, businesses, and countries to learn, understand, and connect the dots. In any case, most ideas and innovations are incremental in nature. Very few of us are smart enough to come up with truly original or groundbreaking ideas.

I am Abdullah Al-Rezwan. I was born and brought up in Bangladesh. I went to University of Dhaka for my undergrad and majored in Finance. After working three and half years in Equity Research (Sell-side) covering Financial Sector in Bangladesh, I left Bangladesh to pursue my MBA in the US. I graduated within top 10% of the class from Cornell University's two-year MBA program and worked on the buy-side following my graduation. During my time at Cornell, I won two stock pitch competitions and also became finalists in four other competitions. I thoroughly enjoyed my stint as a generalist in the US large cap team at Madison Investments and covered a wide range of companies from UnitedHealth to Amazon and Boeing before US immigration reality paused my career in investment management. As my work authorization expired, I moved to Canada in January, 2021. Then in early 2022, I was able to return to the US.

Mostly Borrowed Ideas Deep Dives

MBI is the abbreviation for “Mostly Borrowed Ideas”. Why “Mostly Borrowed Ideas?” As a generalist, I do not have a background in any particular sector. I enjoy navigating across industries, businesses, and countries to learn, understand, and connect the dots. In any case, most ideas and innovations are incremental in nature. Very few of us are smart enough to come up with truly original or groundbreaking ideas. I am Abdullah Al-Rezwan. I was born and brought up in Bangladesh. I went to University of Dhaka for my undergrad and majored in Finance. After working three and half years in Equity Research (Sell-side) covering Financial Sector in Bangladesh, I left Bangladesh to pursue my MBA in the US. I graduated within top 10% of the class from Cornell University's two-year MBA program and worked on the buy-side following my graduation. During my time at Cornell, I won two stock pitch competitions and also became finalists in four other competitions. I thoroughly enjoyed my stint as a generalist in the US large cap team at Madison Investments and covered a wide range of companies from UnitedHealth to Amazon and Boeing before US immigration reality paused my career in investment management. As my work authorization expired, I moved to Canada in January, 2021. Then in early 2022, I was able to return to the US.

Equity Bottom-Up

Universal Music Group NV / Equity Bottom-Up

<ul><li>While music clearly leaves an indelible effect on most of our lives, it has not been easy for capitalism to capture the value created by music.</li><li>In 1999, global recorded music industry generated $22.2 Billion revenue; it took another two decades for the industry to surpass that number!</li><li>Even though revenue in nominal dollars finally exceeded the former peak revenue in 1999 by the end of 2021, on an inflation-adjusted per capita basis consumers today spend almost half of what they used to spend on recorded music in 1999.</li></ul>

While music clearly leaves an indelible effect on most of our lives, it has not been easy for capitalism to capture the value created by music.In 1999, global recorded music industry generated $22.2 Billion revenue; it took another two decades for the industry to surpass that number!Even though revenue in nominal dollars finally exceeded the former peak revenue in 1999 by the end of 2021, on an inflation-adjusted per capita basis consumers today spend almost half of what they used to spend on recorded music in 1999.

Universal Music Group NV

UMG: The Sound of Music