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Your Life Journey Exercise
Ray Dalio has been one of my favorite writers to read.
Jul 6, 2021
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Mike Gorlon
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Your Life Journey Exercise
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How to Calculate Return on Invested Capital
Summary of Michael Mauboussin's Article on Return on Invested Capital
Sep 22, 2024
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Mike Gorlon
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How to Calculate Return on Invested Capital
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How Are Royalties Distributed In The Music Industry?
Summary of Sleepwell's "Music Streaming Royalties 101" Article
Sep 30, 2021
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Mike Gorlon
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How Are Royalties Distributed In The Music Industry?
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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…
Aug 1, 2021
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Mike Gorlon
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Thinking About Macro
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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.
Jul 7, 2021
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Mike Gorlon
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Stripe: Thinking Like a Civilization
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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
Feb 20, 2022
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Mike Gorlon
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Crist on Value: Stock and Horse Handicapping Strategies
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The Metaverse
Here is what Mark Zuckerberg recently said on Facebook’s last earnings call,
Aug 19, 2021
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Mike Gorlon
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The Metaverse
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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…
Jul 5, 2021
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Mike Gorlon
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How a Handful of Chip Companies Came to Control the Fate of the World
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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.
Jul 9, 2021
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Mike Gorlon
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Jeff Bezos' Last Shareholder Letter as CEO
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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…
Jul 2, 2021
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Mike Gorlon
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Summary of "Adyen and Offline Debit/Credit Card Transactions"
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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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MongoDB
I highly recommend Justin Gage’s “Technically” newsletter if you’re interested in understanding some of the new technology trends better.
Jul 3, 2021
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Mike Gorlon
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MongoDB
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