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Target's Q1 22 Earnings Call
Summary of Target's Q1 22 Earnings Call
Mike Gorlon
May 22
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Target's Q1 22 Earnings Call
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How People Think
Summary of Morgan Housel's Article on How People Think
Mike Gorlon
Apr 10
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How People Think
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Q4 21 AB InBev Earnings Call
Summary of AB InBev's Q4 21 Earnings Call
Mike Gorlon
Mar 2
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Q4 21 AB InBev Earnings Call
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Crist on Value: Stock and Horse Handicapping Strategies
Summary of "Crist on Value", Steven Crist's chapter on his horse handicapping strategy
Mike Gorlon
Feb 20
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Crist on Value: Stock and Horse Handicapping Strategies
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Twilio's Q4 21 Earnings Call
Summary of Twilio's Q4 2021 Earnings Call
Mike Gorlon
Feb 19
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Twilio's Q4 21 Earnings Call
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Evolution Gaming Q4 21 Earnings Call
Summary of Evolution Gaming's Q4 Earnings Call
Mike Gorlon
Feb 13
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Evolution Gaming Q4 21 Earnings Call
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Wealth Can Not Grow Faster Than GDP Forever
Summary of Absolute Return Partners' November 2021 Letter
Mike Gorlon
Jan 3
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Wealth Can Not Grow Faster Than GDP Forever
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The Prime Brokerage Business for Equities and Now Crypto
Summary of Marc Rubinstein's "Prime Time in Crypto" article
Mike Gorlon
Nov 28, 2021
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The Prime Brokerage Business for Equities and Now Crypto
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Curiosity Fuels Creativity
Summary of Shane Parrish's Podcast Interview with Walter Isaacson
Mike Gorlon
Nov 16, 2021
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Curiosity Fuels Creativity
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Inflation is Accelerating, What is Causing It?
Summary of Bridgewater's most recent research paper on what is causing inflation
Mike Gorlon
Nov 13, 2021
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Inflation is Accelerating, What is Causing It?
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Intelligence Doesn't Always Lead to New Ideas, so What Does?
Summary of Paul Graham's "Beyond Smart" essay
Mike Gorlon
Nov 6, 2021
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Intelligence Doesn't Always Lead to New Ideas, so What Does?
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Investment Patterns
Summary of Ensemble Capital's favorite investment patterns
Mike Gorlon
Nov 5, 2021
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Investment Patterns
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