Abdullah Al Rezwan

Abdullah Al Rezwan

2024 Annual Letter

2024 was a rare trifecta of wins in all three fronts: personal, business, and investing! MBI Deep Dives reached almost $320k Annualized Recurring Revenue (ARR) this year, compounding at ~23% CAGR over the last four years! I would not believe if someone told me in 2020 that I would be

Some updated thoughts on AppFolio

Over the weekend, I recorded a podcast on AppFolio which will be released within a few days. Before recording the podcast, I started reviewing my own as well some others’ work on the company. I have come to find some glaring gaps in my analysis published before on AppFolio which

Maravai: A Cornerstone in mRNA and Biologics Innovation

You can listen to this Deep Dive here While I usually focus on covering large-cap companies, I decided to spend some time studying Maravai LifeSciences (Ticker: MRVI) which is only $1.5 Billion market cap company. Admittedly, it caught my attention when one of my friends started tweeting about it.

Lululemon 3Q'24 Update

Disclosure: I own January 2026 $165 LULU Call Options While the overall market continues to hit All-time High almost every other day, Lulu has been battling the skeptics for much of this year. There is still a long way to go, but with the stock now up almost 50% over

December, 2024 Update

Some quick updates for this month. I am currently working on Maravai Lifesciences (Ticker: MRVI), and I expect to publish my Deep Dive later this month. I plan on covering earnings of Dollar General and Lululemon this week. Since DG has become somewhat unimportant holdings for me at this point,

Oracle: Ellison's Voyage to Software and Beyond

You can listen to this Deep Dive here (Note: while I usually use my own AI voice to narrate the Deep Dive, I have decided to use a "professional AI voice" and utilized a different AI tool this time. It's better.) “Why do we do these

November, 2024 Update

Some quick updates for this month. I am currently working on Oracle Corporation (Ticker: ORCL), and I expect to publish my Deep Dive on Oracle by November 26th. While I mentioned earlier that I would work on a couple more semiconductor companies this year, I am shifting it to next

Amazon 3Q'24 Update

Disclosure: I own Jan 2025 $55 call options of Amazon Like clockwork, Amazon has posted another impressive quarter. Every part of the business seems to be trending well, and moving in the right direction. Here are my highlights from today’s call. Subscribe Revenue Except 1P, every segment of the

Meta 3Q'24 Update

Disclosure: I own shares of Meta Platforms Meta’s earnings was fine. But there is almost a certain sense of exhaustion in terms of reaction to Big Tech earnings this quarter so far. Here are my highlights from today’s call. Subscribe Users Daily Active People (DAP) across its Family

Alphabet 3Q'24 Update

Alphabet had a pretty impressive quarter! Here’s my highlights from the earnings. Subscribe Revenue Let’s start with not-so-good news. For the 9th consecutive quarters, Google Network revenue kept declining. Everything else is good news. Despite all the disruption narrative, Search keeps humming along. YouTube is doing okay. But