Abdullah Al-Rezwan
Known as Mostly Borrowed Ideas on Twitter, providing investment research and analysis on various companies.
Best podcasts with Abdullah Al-Rezwan
Ranked by the Snipd community
6 snips
Mar 22, 2021 • 1h 9min
Mostly Borrowed Ideas on Autodesk ( $ADSK)
Abdullah Al-Rezwan from Mostly Borrowed Ideas discusses Autodesk's successful transition to a subscription model, the potential of an infrastructure boom, bear points against Autodesk, and the opportunity to convert non-compliant users to paying subscribers.
4 snips
Jan 22, 2025 • 1h 58min
Interview. Spotify Case Study and Learning from Lululemon's Sentiment Shift with MBI
In an engaging chat, Abdullah Al-Rezwan, known as Mostly Borrowed Ideas on Twitter, dives into investment insights on Spotify and Lululemon. He reflects on what investors might have seen in Spotify's 2021 performance before considering recent developments. The conversation shifts to Lululemon, addressing market sentiment shifts and the company's strong brand strategy amidst competition. Al-Rezwan challenges common bearish critiques, highlighting Lululemon's successful consumer engagement and the deep connection between brand quality and customer loyalty.
