Abdullah “Riz” Al-Rezwan (Mostly Borrowed Ideas) on Researching Companies, Running A Newsletter Business

Riz is a high quality business analyst: very intelligent and knowledgeable, as well as humble and thoughtful. You may know him as Mostly Borrowed Ideas (@borrowed_ideas) on Twitter, where he has ~86K followers. Riz makes his living by running a newsletter (MBI Deep Dives). Each month, Riz picks a company, does a detailed analysis and valuation of its business, and sends this out to 1500+ paying subscribers. He’s built this business from scratch. In this episode, Riz will tell us about his newsletter business: how he came to found it, its revenues and margins, capital requirements, free cash flow, the competitive landscape and key risks involved, etc. Also, Riz will share with us his methods for researching companies, analyzing their economic prospects and management quality, valuing them via Reverse DCFs, etc. Don’t miss this episode! It’s a wonderful chance to learn from a super sharp fellow who spends all his time thinking about and analyzing businesses. Download the Callin app for iOS and Android to listen to this podcast live, call in, and more! Also available at callin.com