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Summary Of My Writeup On Adyen
High growth company that will continue taking market share from incumbents with its market-leading payment system. Valuation has dropped significantly…
Oct 7, 2023
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Mike Gorlon
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Summary Of My Writeup On Adyen
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Why Didn't Interest Rates Go Negative In The US in 2021?
Summary of a Richard Duncan Q2 2021 Macro Watch Video
Aug 26, 2023
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Mike Gorlon
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Why Didn't Interest Rates Go Negative In The US in 2021?
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Summary of AB InBev's 2nd Quarter of 2023 with My Analysis
Strong Results Despite Weakness in U.S. Following Bud Light Boycott | Lowering PT to $81
Aug 12, 2023
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Mike Gorlon
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Summary of AB InBev's 2nd Quarter of 2023 with My Analysis
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Summary of AB InBev's 4Q 2022 Results
Business Is Improving, But Slower Than I Anticipated
Mar 14, 2023
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Mike Gorlon
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Summary of AB InBev's 4Q 2022 Results
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Meta: “The Year of Efficiency”
Summary of Meta’s Q4 22 Earnings Call
Feb 5, 2023
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Mike Gorlon
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Meta: “The Year of Efficiency”
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Has Wealth-to-GDP Begun to Mean Revert?
Summary of Absolute Return Partners' February 2023 Letter
Feb 4, 2023
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Mike Gorlon
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Has Wealth-to-GDP Begun to Mean Revert?
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Transitioning to Stagflation
Summary of Bridgewater's Chief Investment Officer's update
Aug 18, 2022
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Mike Gorlon
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Transitioning to Stagflation
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Meta's Q2 2022 Earnings Call
Summary of Meta's Q2 2022 earnings call
Aug 14, 2022
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Mike Gorlon
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Meta's Q2 2022 Earnings Call
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