Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business

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Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd.
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Опубликовано:

12 окт 2024

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Комментарии : 21

@AmArJoT0o 2 месяца назад

I was missing this piece, thank you! great episode!! :)

@RobbieMoney 3 года назад

This one was great. Working capital and cash flows can be so weird and difficult to understand. You guys really did a good job explaining these with quality examples.

@FocusedCompounding 3 года назад

Boom. Thanks!

@davidpagan8559 3 года назад

This is one of the best podcasts you've done and I'm glad I'm subscribed to the website also. Thank you for the amazing work!

@FocusedCompounding 3 года назад

Thanks so much!

@roystendsa9071 3 года назад

I loved the analysis right down to the numbers. This is somewhat better than college!

@FocusedCompounding 3 года назад

boom!

@ah072965 3 года назад

Arguably my favorite episode thus far! Learned a lot - looking forward to applying it

@dannyevans954 3 года назад

Definitely the best ever! Thank you for the amazing work!

@hristolakov3563 3 года назад

Amazing one. On the note about Net Income > CFO, could you please take a look at Netflix in some of the next podcasts? Thank you for all the work you have done, i really enjoy all the videos. There are plenty more to go over, but it will take no time with my pace.

@aneeshsharma7689 3 года назад

Great stuff!

@FocusedCompounding 3 года назад

Thank you!

@gabrielgonzalez9476 3 года назад

Great episode! How has Geoff developed all of this industry knowledge as far as the accounting analysis part of it. From looking at hundreds of companies? Accounting books? Any recommendations?

@quasar_dn 3 года назад

Much appreciated, fantastic content that you continually put out!

@FocusedCompounding 3 года назад

Thanks a lot!

@davides3858 3 года назад

Great contents, thank you! A question: if a company liquidates assets to increments FCF, conversely equity will decrease, is it correct? Hence if I see FCF increase but equity decrease, is it a warning signal in the long run?