Sum It Up

Sum It Up

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Your Life Journey Exercise
Ray Dalio has been one of my favorite writers to read.
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Mike Gorlon
How to Calculate Return on Invested Capital
Summary of Michael Mauboussin's Article on Return on Invested Capital
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Mike Gorlon
How Are Royalties Distributed In The Music Industry?
Summary of Sleepwell's "Music Streaming Royalties 101" Article
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Mike Gorlon
Thinking About Macro
Howard Marks writes one of the best investment memos in the investment industry and he just published his most recent memo on what is going on in…
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Mike Gorlon
Stripe: Thinking Like a Civilization
Mario Gabriele created The Generalist to help its readers understand how technology is changing the world and he is doing an amazing job at that.
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Mike Gorlon
Crist on Value: Stock and Horse Handicapping Strategies
Summary of "Crist on Value", Steven Crist's chapter on his horse handicapping strategy
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Mike Gorlon
The Metaverse
Here is what Mark Zuckerberg recently said on Facebook’s last earnings call,
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Mike Gorlon
How a Handful of Chip Companies Came to Control the Fate of the World
The fate of the world is under the control of a handful of semiconductor companies and in this great whitepaper, Brinton Johns and Jon Bathgate of NZS…
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Mike Gorlon
Jeff Bezos' Last Shareholder Letter as CEO
Jeff Bezos just wrote what looks to be his last shareholder letter since he is transitioning out of the CEO role.
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Mike Gorlon
Summary of "Adyen and Offline Debit/Credit Card Transactions"
I’ve been subscribing to Ryan Reeves’ business breakdowns newsletter for a while now and I have found it to be exceptional at doing what Ryan designed…
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Mike Gorlon
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…
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Mike Gorlon
MongoDB
I highly recommend Justin Gage’s “Technically” newsletter if you’re interested in understanding some of the new technology trends better.
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Mike Gorlon
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