Abdullah Al-Rezwan (Mostly Borrowed Ideas)

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Tweet Jan 28, 2023

Management Compensation and Incentives I was recently reviewing management incentives at $AAPL, $MSFT, $GOOG, $AMZN, and $META in their 2022 proxy statements. My best to worst ranking purely on incentive structure below:

by Abdullah Al-Rezwan (Mostly Borrowed Ideas)

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Tweet Jan 10, 2023

Google paid ~$650 Mn to acquire DeepMind in 2014. OpenAI is currently "valued" $29 Bn. OpenAI's revenue is "tens of millions". DeepMind's 2020 revenue was $1.13 Bn and was profitable. (although Google is probably the main customer). What would Dee

by Abdullah Al-Rezwan (Mostly Borrowed Ideas)

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Article Aug 22, 2022

Adobe: A Software Giant from the 80s

by Abdullah Al-Rezwan (Mostly Borrowed Ideas)

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Tweet Apr 27, 2022

1/ $GOOG 1Q’22 Update If you are *owner* of GOOG, this was mostly another impressive (yawn!) quarter. Just a little deceleration in YouTube, and boy this almost became YouTube earnings call despite contributing ~10% revenue and even less earnings.

by Abdullah Al-Rezwan (Mostly Borrowed Ideas)

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Tweet Apr 23, 2020

1/ Thread: $FB long-term bull thesis It's Zuck. Of course, there are other reasons as well. But Zuck is at the center of my bull thesis. Here's why.

by Abdullah Al-Rezwan (Mostly Borrowed Ideas) and Mark Zuckerberg