Sum It Up

How to Calculate Return on Invested Capital

Summary of Michael Mauboussin's Article on Return on Invested Capital

Sep 22, 2024 • 

Mike Gorlon

October 2023

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 • 

Mike Gorlon

August 2023

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 • 

Mike Gorlon

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 • 

Mike Gorlon

March 2023

Summary of AB InBev's 4Q 2022 Results

Business Is Improving, But Slower Than I Anticipated

Mar 14, 2023 • 

Mike Gorlon

February 2023

Meta: “The Year of Efficiency”

Summary of Meta’s Q4 22 Earnings Call

Feb 5, 2023 • 

Mike Gorlon

Has Wealth-to-GDP Begun to Mean Revert?

Summary of Absolute Return Partners' February 2023 Letter

Feb 4, 2023 • 

Mike Gorlon

August 2022

Transitioning to Stagflation

Summary of Bridgewater's Chief Investment Officer's update

Aug 18, 2022 • 

Mike Gorlon

Meta's Q2 2022 Earnings Call

Summary of Meta's Q2 2022 earnings call

Aug 14, 2022 • 

Mike Gorlon

July 2022

Web3 Use Cases Today and in the Future

Summary of Packy McCormick's Web3 Use Cases: Today and Web3 Use Cases: The Future posts

Jul 3, 2022 • 

Mike Gorlon

May 2022

Snowflake's FY Q1 23 Earnings Call

Summary of Snowflake's FY Q1 2023 earnings call

May 31, 2022 • 

Mike Gorlon

Snapchat's Stock Crashed After They Lowered Revenue and EBITDA Guidance

Summary of Snapchat's Presentation at JP Morgan's Global Tech, Media and Communications Conference

May 29, 2022 • 

Mike Gorlon