Items (All) | mikegorlon

top of page

22. Summary of Porter's 5 Forces

Summary of Porter's 5 Forces that Shape Industry Structure

Source: Michael Porter, Counterpoint Global

21. Semiconductor Industry Evolution

Semiconductor Industry Evolution

Source: Yole Development

20. Application Programming Interfaces (APIs)
Key Companies in the Semiconductor Industry by Segment

Key Companies in the Semiconductor Industry by Segment

Source: Quatr

19. Materials Critical for Transitioning to a Low-Carbon Economy

Materials Critical for Transitioning to a Low-Carbon Economy

Source: Horizon Kinetics

18. Understanding the Different Cash Flow Metrics in Valuation

Understanding the Different Cash Flow Metrics in Valuation

Source: Corporate Finance Institute

17. Warren Buffett's 1951 Writeup on Geico

Warren Buffett's 1951 Writeup on Geico

Source: The Commercial and Financial Chronicle

16. Yield Curve Inversion

Inverted Yield Curve

Source: Chicago Fed; @MacroAlf

15. Historical Debt, Money Supply & Interest Rates for the U.S.

Historical Debt, Money Supply & Interest Rates for the U.S.

Source: https://www.linkedin.com/pulse/changing-world-order-new-paradigm-ray-dalio

14. Wealth to Income Ratio

Wealth-to-Income Ratio

Source: https://richardduncaneconomics.com/very-bad-things-hawkish-pivot/

13. Decline of The Amount of People in Extreme Poverty for East Asia-Pacific, Sub-Saharan Africa and South Asia

Decline of The Amount of People in Extreme Poverty for East Asia-Pacific, Sub-Saharan Africa and South Asia

Source: World Bank Data from 1990 to 2015

12. Hype Cycle for Emerging Technologies in 2021

Hype Cycle for Emerging Technologies for 2021

Source: https://www.gartner.com/smarterwithgartner/3-themes-surface-in-the-2021-hype-cycle-for-emerging-technologies; Not Boring

11. The Gartner Hype Cycle

The Gartner Hype Cycle

Source: Wikipedia; Not Boring

10. Green Bond Market

Green Bond Market

Source: Climate Bonds Initiative; Absolute Return Partners

09. Global Share of GDP in % from AD 1 to 2000

Global Share of GDP in % from AD 1 to 2000

Source: http://www.ggdc.net/maddison/oriindex.htm; Aswath Damodaran

08. Epigenetic Mechanisms

Epigenetic Mechanisms

Source: Deep Into The Forest Substack

07. The Cost Of Sequencing A Human Genome In USD

The Cost Of Sequencing A Human Genome In USD

Source: Deep Into The Forest Substack

06. Debt Per Tax Payer

Debt Per Tax Payer

Source: Horizon Kinetics; National Debt Clock; St. Louis Fed

05. Rental and Median Home Price

Rental and Median Home Price

Source: Horizon Kinetics; St. Louis Fed, Bloomberg, Factset

04. Annual Inflation Rate

Annual Inflation Rate

Source: Horizon Kinetics; St. Louis Fed Consumer Price Index

03. Biggest Bubbles Over the Last 400 Years

Biggest Bubbles Over the Last 400 Years

Source: Absolute Return Partners; Deutsche Bank

02. The Chip Industry

The Chip Industry

Source: Bloomberg

01. Application Programming Interfaces (APIs)

Application Programming Interfaces (APIs)

Source: https://www.notboring.co/p/apis-all-the-way-down

bottom of page