Mostly Borrowed Ideas Alternatives
Mostly Borrowed Ideas is an independent analysis publication covering Large-cap compounders & software deep dives, priced at ~$35/mo · $350/yr with an access model of Paid Subscription. The desks below overlap with it on category, tags or asset class and are ranked on the same Research Authority scale. Nothing here is paid placement.
Data verified 2026-10-04 · 12 desks ranked · independent scoring
The Science of Hitting
Long-Term Equity Investing & Consumer Franchises
Niche · Consumer & quality equities
SemiAnalysis
Semiconductors, AI Compute & Supply Chain Research
Niche · Semiconductors & AI compute supply chain
Kakashii's Materials
AI, Semiconductors & the Magnificent 7 — Due Diligence & Red Flags
Niche · AI/semis red flags & the Mag-7 bear case
The Diff
Inflections in Finance & Technology
Niche · Technology & financial infrastructure
Stratechery
Analysis of the Business & Strategy of Technology
Niche · Technology platforms & strategy
Aurelion Research
Equity Research & Live Model Portfolio
Niche · Quality compounders & live model portfolio
Compounding Quality
Quality Compounders & Portfolio Tracking
Niche · Quality compounding equities
The Information
Deep Tech, Media & Business Journalism
Niche · Technology, media & venture capital
Asian Century Stocks
Asian & Emerging Market Equity Research
Niche · Asian & emerging-market equities
Focused Compounding
Concentrated Value Compounding
Niche · concentrated value compounding
Bleecker Street Research
Forensic Short Research
Niche · forensic short research
Sure Dividend
Dividend Screening & Research
Niche · dividend screening & research
Frequently asked questions
What are the best alternatives to Mostly Borrowed Ideas?
The Science of Hitting is the nearest match on category, tags and asset class, followed by SemiAnalysis. The list above ranks 12 overlapping desks by Research Authority Score, which weights primary-source rigour (35%), niche depth (25%), track record (15%), institutional adoption (15%) and transparency (10%).
Is there a free alternative to Mostly Borrowed Ideas?
Yes — The Science of Hitting, Kakashii's Materials, The Diff and 4 more publish free or freemium coverage in the same area. Freemium desks are the cheapest way to test whether this niche is worth paying for at all.
What is the closest alternative to Mostly Borrowed Ideas?
The Science of Hitting shares the most overlap with Mostly Borrowed Ideas on tags, category and asset classes, and is priced at Free against Mostly Borrowed Ideas's ~$35/mo · $350/yr. Closeness here is measured only on indexed attributes, so it is a coverage match rather than a stylistic one: read both free tiers before switching.
How do I choose between Mostly Borrowed Ideas and its alternatives?
Match the desk to the decision you actually make, then check three things: the asset class it covers, whether it publishes analysis or actionable positioning, and how long it has been running. Mostly Borrowed Ideas publishes analysis-style work on Large-cap compounders & software deep dives and has been running since 2019; the desks above are ranked on the same basis, so vintage and format are directly comparable.