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I am Abdullah Al Rezwan, and I write MBI Deep Dives. Once a month, I publish a Deep Dive: a full-length research piece on a single company, with a downloadable financial model so you can test the assumptions yourself and build your own narrative. Between Deep Dives, I write a daily journal on the companies I follow: earnings, filings, industry developments, and whatever I am trying to figure out that day. Every daily email discloses my portfolio holdings at the end.

Subscribers get the complete library: five-plus years of Deep Dives on more than 70 companies, every model, my monthly portfolio disclosure going back to 2021, and audio versions of every article.

MBI Deep Dives costs $30 a month, or $250 a year. If you would like to judge the work before paying, these Deep Dives are free to read in full: DoorDash, Roku, Airbnb, Sherwin-Williams, and Meta. You can also start with a free subscription and receive the daily journal first, and upgrade later if you feel it is a good fit for you.

What this is not

This is not a stock-picking service, and nothing here is a recommendation to buy or sell any security. MBI Deep Dives is my paywalled investing journal: how I research, what I own, how my thinking changes, and the mistakes I make along the way. Please do your own work before investing your money.

If you want to understand how the research is done before subscribing, I have written about my research process and my approach to valuation.

Questions about subscribing, or anything else? You can reach me at rezwan@mbi-deepdives.com.